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Disclosery

Everhart Financial Group, Inc.: IVE position timeline

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

Everhart Financial Group, Inc. held 1,420 IVE 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 1,420 shares
    Change vs previous 13F +12 shares

    0.02% of the 13F portfolio, value $324,124.

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

  2. period ended2026-06-30
    13F 1,408 shares
    Change vs previous 13F -11 shares

    0.02% of the 13F portfolio, value $319,659.

    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 1,419 shares
    Change vs previous 13F +9 shares

    0.03% of the 13F portfolio, value $299,577.

    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 1,410 shares
    Change vs previous 13F +113 shares

    0.03% of the 13F portfolio, value $298,968.

    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 1,297 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $267,786.

    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).