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Disclosery

Everhart Financial Group, Inc.: DFIV position timeline

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

Everhart Financial Group, Inc. held 6,339 DFIV 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 6,339 shares
    Change vs previous 13F +753 shares

    0.02% of the 13F portfolio, value $354,106.

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

  2. period ended2026-06-30
    13F 5,586 shares
    Change vs previous 13F +963 shares

    0.02% of the 13F portfolio, value $301,766.

    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 4,623 shares
    Change vs previous 13F +571 shares

    0.02% of the 13F portfolio, value $243,984.

    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 4,052 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $202,185.

    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).