Skip to content
Disclosery

Everhart Financial Group, Inc.: KKR position timeline

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

Everhart Financial Group, Inc. held 3,209 KKR 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 3,209 shares
    Change vs previous 13F +308 shares

    0.02% of the 13F portfolio, value $292,982.

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

  2. period ended2026-06-30
    13F 2,901 shares
    Change vs previous 13F -1,867 shares

    0.02% of the 13F portfolio, value $266,254.

    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 4,768 shares
    Change vs previous 13F +1,458 shares

    0.04% of the 13F portfolio, value $441,040.

    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 3,310 shares
    Change vs previous 13F +1,545 shares

    0.04% of the 13F portfolio, value $421,959.

    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 1,765 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $229,362.

    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).