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Disclosery

Everhart Financial Group, Inc.: ISRG position timeline

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

Everhart Financial Group, Inc. held 3,298 ISRG 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 3,298 shares
    Change vs previous 13F -284 shares

    0.08% of the 13F portfolio, value $1,341,066.

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

  2. period ended2026-06-30
    13F 3,582 shares
    Change vs previous 13F -632 shares

    0.09% of the 13F portfolio, value $1,424,490.

    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 4,214 shares
    Change vs previous 13F +67 shares

    0.17% of the 13F portfolio, value $1,942,612.

    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 4,147 shares
    Change vs previous 13F +1,098 shares

    0.22% of the 13F portfolio, value $2,348,695.

    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 3,049 shares
    Change vs previous 13F -354 shares

    0.14% of the 13F portfolio, value $1,363,604.

    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 3,403 shares
    Change vs previous 13F +132 shares

    0.21% of the 13F portfolio, value $1,849,224.

    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 3,271 shares
    Change vs previous 13F +75 shares

    0.22% of the 13F portfolio, value $1,620,028.

    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 3,196 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,668,184.

    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).