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Disclosery

Everhart Financial Group, Inc.: HD position timeline

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

Everhart Financial Group, Inc. held 4,393 HD 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 4,393 shares
    Change vs previous 13F -1,391 shares

    0.08% of the 13F portfolio, value $1,249,734.

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

  2. period ended2026-06-30
    13F 5,784 shares
    Change vs previous 13F +169 shares

    0.13% of the 13F portfolio, value $2,039,901.

    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 5,615 shares
    Change vs previous 13F -1,271 shares

    0.16% of the 13F portfolio, value $1,846,717.

    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 6,886 shares
    Change vs previous 13F +390 shares

    0.22% of the 13F portfolio, value $2,369,473.

    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 6,496 shares
    Change vs previous 13F +289 shares

    0.26% of the 13F portfolio, value $2,632,224.

    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 6,207 shares
    Change vs previous 13F +722 shares

    0.26% of the 13F portfolio, value $2,275,791.

    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 5,485 shares
    Change vs previous 13F +107 shares

    0.27% of the 13F portfolio, value $2,010,204.

    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 5,378 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,091,944.

    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).