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Everhart Financial Group, Inc.: IBM position timeline

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

Everhart Financial Group, Inc. held 7,063 IBM 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 7,063 shares
    Change vs previous 13F -519 shares

    0.1% of the 13F portfolio, value $1,553,285.

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

  2. period ended2026-06-30
    13F 7,582 shares
    Change vs previous 13F -732 shares

    0.14% of the 13F portfolio, value $2,132,229.

    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 8,314 shares
    Change vs previous 13F +437 shares

    0.17% of the 13F portfolio, value $2,015,252.

    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 7,877 shares
    Change vs previous 13F +692 shares

    0.22% of the 13F portfolio, value $2,333,260.

    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 7,185 shares
    Change vs previous 13F -10 shares

    0.2% of the 13F portfolio, value $2,027,270.

    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 7,195 shares
    Change vs previous 13F +760 shares

    0.25% of the 13F portfolio, value $2,120,813.

    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 6,435 shares
    Change vs previous 13F +326 shares

    0.22% of the 13F portfolio, value $1,600,206.

    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 6,109 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,342,956.

    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).