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Disclosery

Everhart Financial Group, Inc.: DUK position timeline

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

Everhart Financial Group, Inc. held 11,861 DUK 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 11,861 shares
    Change vs previous 13F -607 shares

    0.08% of the 13F portfolio, value $1,352,270.

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

  2. period ended2026-06-30
    13F 12,468 shares
    Change vs previous 13F -58 shares

    0.1% of the 13F portfolio, value $1,578,220.

    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 12,526 shares
    Change vs previous 13F +594 shares

    0.14% of the 13F portfolio, value $1,640,113.

    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 11,932 shares
    Change vs previous 13F -313 shares

    0.13% of the 13F portfolio, value $1,398,600.

    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 12,245 shares
    Change vs previous 13F +336 shares

    0.15% of the 13F portfolio, value $1,515,282.

    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 11,909 shares
    Change vs previous 13F +3,475 shares

    0.16% of the 13F portfolio, value $1,405,286.

    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 8,434 shares
    Change vs previous 13F +956 shares

    0.14% of the 13F portfolio, value $1,028,695.

    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).

  8. period ended2024-12-31
    13F 7,478 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $805,680.

    13F-HR 0001667731-25-000184 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).