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Disclosery

Everhart Financial Group, Inc.: IWO position timeline

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

Everhart Financial Group, Inc. held 665 IWO 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 665 shares
    Change vs previous 13F -28 shares

    0.01% of the 13F portfolio, value $237,339.

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

  2. period ended2026-06-30
    13F 693 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $273,014.

    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 693 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $217,470.

    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 690 shares
    Change vs previous 13F +10 shares

    0.02% of the 13F portfolio, value $222,877.

    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 680 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $217,627.

    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).