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Disclosery

Everhart Financial Group, Inc.: IBIT position timeline

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

Everhart Financial Group, Inc. held 7,996 IBIT 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 7,996 shares
    Change vs previous 13F -1,000 shares

    0.02% of the 13F portfolio, value $378,531.

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

  2. period ended2026-06-30
    13F 8,996 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $299,477.

    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 8,996 shares
    Change vs previous 13F +1,936 shares

    0.03% of the 13F portfolio, value $345,626.

    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 7,060 shares
    Change vs previous 13F +4 shares

    0.03% of the 13F portfolio, value $350,529.

    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 7,056 shares
    Change vs previous 13F -427 shares

    0.05% of the 13F portfolio, value $458,640.

    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 7,483 shares
    Change vs previous 13F +252 shares

    0.05% of the 13F portfolio, value $458,035.

    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 7,231 shares
    Change vs previous 13F +87 shares

    0.05% of the 13F portfolio, value $338,483.

    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 7,144 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $378,989.

    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).