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Disclosery

Everhart Financial Group, Inc.: DFUS position timeline

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

Everhart Financial Group, Inc. held 14,334 DFUS 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 14,334 shares
    Change vs previous 13F +1,910 shares

    0.07% of the 13F portfolio, value $1,190,164.

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

  2. period ended2026-06-30
    13F 12,424 shares
    Change vs previous 13F +405 shares

    0.07% of the 13F portfolio, value $1,018,054.

    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 12,019 shares
    Change vs previous 13F -309 shares

    0.07% of the 13F portfolio, value $852,283.

    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 12,328 shares
    Change vs previous 13F -61 shares

    0.08% of the 13F portfolio, value $914,368.

    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 12,389 shares
    Change vs previous 13F +1,559 shares

    0.09% of the 13F portfolio, value $897,459.

    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 10,830 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $725,827.

    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 10,830 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $654,998.

    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).