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Disclosery

Everhart Financial Group, Inc.: IEFA position timeline

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

Everhart Financial Group, Inc. held 21,371 IEFA 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 21,371 shares
    Change vs previous 13F -730 shares

    0.13% of the 13F portfolio, value $2,070,441.

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

  2. period ended2026-06-30
    13F 22,101 shares
    Change vs previous 13F -196 shares

    0.14% of the 13F portfolio, value $2,134,533.

    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 22,297 shares
    Change vs previous 13F -102 shares

    0.17% of the 13F portfolio, value $2,018,560.

    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 22,399 shares
    Change vs previous 13F +56 shares

    0.19% of the 13F portfolio, value $2,003,827.

    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 22,343 shares
    Change vs previous 13F +1,161 shares

    0.2% of the 13F portfolio, value $1,950,774.

    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 21,182 shares
    Change vs previous 13F -1,556 shares

    0.2% of the 13F portfolio, value $1,768,273.

    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 22,738 shares
    Change vs previous 13F -6 shares

    0.24% of the 13F portfolio, value $1,720,130.

    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 22,744 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,598,448.

    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).