Skip to content
Disclosery

Everhart Financial Group, Inc.: KEYS position timeline

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

Everhart Financial Group, Inc. held 3,968 KEYS 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 3,968 shares
    Change vs previous 13F +228 shares

    0.09% of the 13F portfolio, value $1,444,511.

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

  2. period ended2026-06-30
    13F 3,740 shares
    Change vs previous 13F +374 shares

    0.08% of the 13F portfolio, value $1,309,262.

    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 3,366 shares
    Change vs previous 13F +1,130 shares

    0.08% of the 13F portfolio, value $950,457.

    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 2,236 shares
    Change vs previous 13F +389 shares

    0.04% of the 13F portfolio, value $454,333.

    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 1,847 shares
    Change vs previous 13F +321 shares

    0.03% of the 13F portfolio, value $323,077.

    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 1,526 shares
    Change vs previous 13F -96 shares

    0.03% of the 13F portfolio, value $250,050.

    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 1,622 shares
    Change vs previous 13F -99 shares

    0.03% of the 13F portfolio, value $242,927.

    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 1,721 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $276,444.

    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).