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Disclosery

Everhart Financial Group, Inc.: HWM position timeline

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

Everhart Financial Group, Inc. held 5,167 HWM 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 5,167 shares
    Change vs previous 13F -198 shares

    0.07% of the 13F portfolio, value $1,168,672.

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

  2. period ended2026-06-30
    13F 5,365 shares
    Change vs previous 13F -997 shares

    0.09% of the 13F portfolio, value $1,442,434.

    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 6,362 shares
    Change vs previous 13F +1,004 shares

    0.12% of the 13F portfolio, value $1,466,187.

    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 5,358 shares
    Change vs previous 13F +1,071 shares

    0.1% of the 13F portfolio, value $1,098,497.

    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 4,287 shares
    Change vs previous 13F +93 shares

    0.08% of the 13F portfolio, value $841,238.

    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 4,194 shares
    Change vs previous 13F +1,492 shares

    0.09% of the 13F portfolio, value $780,629.

    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 2,702 shares
    Change vs previous 13F +272 shares

    0.05% of the 13F portfolio, value $350,530.

    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 2,430 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $265,769.

    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).