Skip to content
Disclosery

Everhart Financial Group, Inc.: EW position timeline

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

Everhart Financial Group, Inc. held 6,492 EW 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 6,492 shares
    Change vs previous 13F -44 shares

    0.03% of the 13F portfolio, value $560,389.

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

  2. period ended2026-06-30
    13F 6,536 shares
    Change vs previous 13F -110 shares

    0.04% of the 13F portfolio, value $591,247.

    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 6,646 shares
    Change vs previous 13F +487 shares

    0.05% of the 13F portfolio, value $532,212.

    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 6,159 shares
    Change vs previous 13F +475 shares

    0.05% of the 13F portfolio, value $525,055.

    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 5,684 shares
    Change vs previous 13F +1,129 shares

    0.04% of the 13F portfolio, value $442,045.

    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 4,555 shares
    Change vs previous 13F +1,287 shares

    0.04% of the 13F portfolio, value $356,247.

    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 3,268 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $236,865.

    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).