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Disclosery

Everhart Financial Group, Inc.: KO position timeline

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

Everhart Financial Group, Inc. held 41,283 KO 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 41,283 shares
    Change vs previous 13F +3,453 shares

    0.22% of the 13F portfolio, value $3,553,672.

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

  2. period ended2026-06-30
    13F 37,830 shares
    Change vs previous 13F +1,052 shares

    0.2% of the 13F portfolio, value $3,074,467.

    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 36,778 shares
    Change vs previous 13F +5,510 shares

    0.24% of the 13F portfolio, value $2,796,977.

    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 31,268 shares
    Change vs previous 13F +6,026 shares

    0.2% of the 13F portfolio, value $2,185,955.

    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 25,242 shares
    Change vs previous 13F -153 shares

    0.17% of the 13F portfolio, value $1,674,031.

    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 25,395 shares
    Change vs previous 13F +1,588 shares

    0.21% of the 13F portfolio, value $1,796,668.

    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 23,807 shares
    Change vs previous 13F +3,882 shares

    0.23% of the 13F portfolio, value $1,705,090.

    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 19,925 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,240,559.

    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).