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Disclosery

Everhart Financial Group, Inc.: INTU position timeline

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

Everhart Financial Group, Inc. held 1,244 INTU 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 1,244 shares
    Change vs previous 13F +400 shares

    0.02% of the 13F portfolio, value $342,996.

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

  2. period ended2026-06-30
    13F 844 shares
    Change vs previous 13F -1,772 shares

    0.01% of the 13F portfolio, value $220,296.

    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 2,616 shares
    Change vs previous 13F -1,644 shares

    0.1% of the 13F portfolio, value $1,131,127.

    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 4,260 shares
    Change vs previous 13F +881 shares

    0.26% of the 13F portfolio, value $2,821,909.

    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 3,379 shares
    Change vs previous 13F +1 shares

    0.23% of the 13F portfolio, value $2,307,553.

    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 3,378 shares
    Change vs previous 13F +879 shares

    0.31% of the 13F portfolio, value $2,660,614.

    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 2,499 shares
    Change vs previous 13F +127 shares

    0.21% of the 13F portfolio, value $1,534,361.

    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 2,372 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,490,802.

    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).