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Disclosery

Everhart Financial Group, Inc.: IVV position timeline

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

Everhart Financial Group, Inc. held 6,088 IVV 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 6,088 shares
    Change vs previous 13F -12 shares

    0.29% of the 13F portfolio, value $4,662,517.

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

  2. period ended2026-06-30
    13F 6,100 shares
    Change vs previous 13F -711 shares

    0.29% of the 13F portfolio, value $4,568,197.

    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 6,811 shares
    Change vs previous 13F +854 shares

    0.38% of the 13F portfolio, value $4,448,942.

    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 5,957 shares
    Change vs previous 13F +10 shares

    0.38% of the 13F portfolio, value $4,080,067.

    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 5,947 shares
    Change vs previous 13F +282 shares

    0.4% of the 13F portfolio, value $3,980,150.

    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 5,665 shares
    Change vs previous 13F +238 shares

    0.41% of the 13F portfolio, value $3,517,189.

    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 5,427 shares
    Change vs previous 13F +250 shares

    0.42% of the 13F portfolio, value $3,049,198.

    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 5,177 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $3,047,308.

    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).