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Disclosery

Everhart Financial Group, Inc.: GS position timeline

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

Everhart Financial Group, Inc. held 3,660 GS 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 3,660 shares
    Change vs previous 13F +90 shares

    0.2% of the 13F portfolio, value $3,295,613.

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

  2. period ended2026-06-30
    13F 3,570 shares
    Change vs previous 13F -163 shares

    0.23% of the 13F portfolio, value $3,610,922.

    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 3,733 shares
    Change vs previous 13F +759 shares

    0.27% of the 13F portfolio, value $3,158,358.

    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 2,974 shares
    Change vs previous 13F +134 shares

    0.24% of the 13F portfolio, value $2,614,434.

    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 2,840 shares
    Change vs previous 13F +190 shares

    0.23% of the 13F portfolio, value $2,261,895.

    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 2,650 shares
    Change vs previous 13F +178 shares

    0.22% of the 13F portfolio, value $1,875,769.

    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 2,472 shares
    Change vs previous 13F +135 shares

    0.18% of the 13F portfolio, value $1,350,608.

    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 2,337 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,338,401.

    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).