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Everhart Financial Group, Inc.: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Everhart Financial Group, Inc. on DFAE, newest first. How the timeline and the estimate are built.

Everhart Financial Group, Inc. held 757,265 DFAE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 757,265 shares
    Change vs previous 13F +100,801 shares

    1.83% of the 13F portfolio, value $29,768,098.

    13F-HR 0002085853-26-001122 filed by Everhart Financial Group, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 656,464 shares
    Change vs previous 13F +65,576 shares

    1.69% of the 13F portfolio, value $26,396,426.

    13F-HR 0002085853-26-000657 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 590,888 shares
    Change vs previous 13F +102,313 shares

    1.7% of the 13F portfolio, value $20,007,474.

    13F-HR 0002085853-26-000316 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 488,575 shares
    Change vs previous 13F +126,349 shares

    1.47% of the 13F portfolio, value $15,912,889.

    13F-HR 0002085853-26-000007 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 362,226 shares
    Change vs previous 13F +126,027 shares

    1.14% of the 13F portfolio, value $11,420,986.

    13F-HR 0002085853-25-000218 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 236,199 shares
    Change vs previous 13F +148,397 shares

    0.79% of the 13F portfolio, value $6,837,965.

    13F-HR 0001667731-25-001064 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 87,802 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,273,193.

    13F-HR 0001667731-25-000433 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).