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Disclosery

Everhart Financial Group, Inc.: KMI position timeline

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

Everhart Financial Group, Inc. held 16,105 KMI 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 16,105 shares
    Change vs previous 13F -951 shares

    0.03% of the 13F portfolio, value $485,566.

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

  2. period ended2026-06-30
    13F 17,056 shares
    Change vs previous 13F +473 shares

    0.03% of the 13F portfolio, value $545,280.

    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 16,583 shares
    Change vs previous 13F +4,395 shares

    0.05% of the 13F portfolio, value $556,028.

    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 12,188 shares
    Change vs previous 13F -153 shares

    0.03% of the 13F portfolio, value $335,048.

    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 12,341 shares
    Change vs previous 13F +4,152 shares

    0.04% of the 13F portfolio, value $349,374.

    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 8,189 shares
    Change vs previous 13F +1,126 shares

    0.03% of the 13F portfolio, value $240,757.

    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 7,063 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $201,507.

    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).