Everhart Financial Group, Inc.: HOMB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Everhart Financial Group, Inc. on HOMB, newest first. How the timeline and the estimate are built.
Everhart Financial Group, Inc. held 22,621 HOMB shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 22,621 sharesChange vs previous 13F +654 shares
0.04% of the 13F portfolio, value $637,460.
13F-HR 0002085853-26-001122 filed by Everhart Financial Group, Inc.
Accepted , ingested - period ended2026-06-3013F 21,967 sharesChange vs previous 13F -3,643 shares
0.04% of the 13F portfolio, value $627,158.
13F-HR 0002085853-26-000657 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 25,610 sharesChange vs previous 13F -797 shares
0.06% of the 13F portfolio, value $689,677.
13F-HR 0002085853-26-000316 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 26,407 sharesChange vs previous 13F -115 shares
0.07% of the 13F portfolio, value $733,586.
13F-HR 0002085853-26-000007 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 26,522 sharesChange vs previous 13F +1,496 shares
0.08% of the 13F portfolio, value $750,573.
13F-HR 0002085853-25-000218 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 25,026 sharesChange vs previous 13F +2,619 shares
0.08% of the 13F portfolio, value $712,240.
13F-HR 0001667731-25-001064 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 22,407 sharesChange vs previous 13F +2,349 shares
0.09% of the 13F portfolio, value $633,446.
13F-HR 0001667731-25-000433 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,058 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $567,641.
13F-HR 0001667731-25-000184 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).