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Everhart Financial Group, Inc.: DFAI position timeline

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

Everhart Financial Group, Inc. held 1,404,497 DFAI 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 1,404,497 shares
    Change vs previous 13F +198,222 shares

    3.58% of the 13F portfolio, value $58,188,327.

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

  2. period ended2026-06-30
    13F 1,206,275 shares
    Change vs previous 13F +174,383 shares

    3.18% of the 13F portfolio, value $49,758,827.

    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 1,031,892 shares
    Change vs previous 13F +183,033 shares

    3.42% of the 13F portfolio, value $40,202,525.

    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 848,859 shares
    Change vs previous 13F +223,537 shares

    3% of the 13F portfolio, value $32,350,004.

    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 625,322 shares
    Change vs previous 13F +224,326 shares

    2.28% of the 13F portfolio, value $22,730,463.

    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 400,996 shares
    Change vs previous 13F +246,336 shares

    1.6% of the 13F portfolio, value $13,862,446.

    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 154,660 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $4,830,032.

    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).