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Everhart Financial Group, Inc.: DFIC position timeline

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

Everhart Financial Group, Inc. held 12,571 DFIC 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 12,571 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $472,795.

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

  2. period ended2026-06-30
    13F 12,571 shares
    Change vs previous 13F +320 shares

    0.03% of the 13F portfolio, value $468,395.

    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 12,251 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $435,278.

    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).