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Disclosery

Everhart Financial Group, Inc.: IEMG position timeline

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

Everhart Financial Group, Inc. held 14,948 IEMG 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 14,948 shares
    Change vs previous 13F -499 shares

    0.07% of the 13F portfolio, value $1,213,174.

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

  2. period ended2026-06-30
    13F 15,447 shares
    Change vs previous 13F -100 shares

    0.08% of the 13F portfolio, value $1,279,624.

    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 15,547 shares
    Change vs previous 13F -67 shares

    0.09% of the 13F portfolio, value $1,084,371.

    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 15,614 shares
    Change vs previous 13F -15 shares

    0.1% of the 13F portfolio, value $1,049,542.

    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 15,629 shares
    Change vs previous 13F +919 shares

    0.1% of the 13F portfolio, value $1,030,241.

    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 14,710 shares
    Change vs previous 13F -622 shares

    0.1% of the 13F portfolio, value $883,041.

    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 15,332 shares
    Change vs previous 13F +292 shares

    0.11% of the 13F portfolio, value $827,468.

    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 15,040 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $785,389.

    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).