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Everhart Financial Group, Inc.: FNDF position timeline

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

Everhart Financial Group, Inc. held 19,081 FNDF 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 19,081 shares
    Change vs previous 13F -58 shares

    0.06% of the 13F portfolio, value $1,025,623.

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

  2. period ended2026-06-30
    13F 19,139 shares
    Change vs previous 13F -509 shares

    0.06% of the 13F portfolio, value $1,009,792.

    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 19,648 shares
    Change vs previous 13F +539 shares

    0.08% of the 13F portfolio, value $961,379.

    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 19,109 shares
    Change vs previous 13F +3,063 shares

    0.08% of the 13F portfolio, value $863,920.

    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 16,046 shares
    Change vs previous 13F -1,361 shares

    0.07% of the 13F portfolio, value $689,335.

    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 17,407 shares
    Change vs previous 13F +5,229 shares

    0.08% of the 13F portfolio, value $696,627.

    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 12,178 shares
    Change vs previous 13F +103 shares

    0.06% of the 13F portfolio, value $440,113.

    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 12,075 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $401,011.

    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).