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Disclosery

Everhart Financial Group, Inc.: MCD position timeline

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

Everhart Financial Group, Inc. held 5,242 MCD 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 5,242 shares
    Change vs previous 13F -391 shares

    0.07% of the 13F portfolio, value $1,210,531.

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

  2. period ended2026-06-30
    13F 5,633 shares
    Change vs previous 13F -1,318 shares

    0.1% of the 13F portfolio, value $1,522,786.

    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 6,951 shares
    Change vs previous 13F +246 shares

    0.18% of the 13F portfolio, value $2,160,421.

    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 6,705 shares
    Change vs previous 13F +1,025 shares

    0.19% of the 13F portfolio, value $2,049,382.

    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 5,680 shares
    Change vs previous 13F -476 shares

    0.17% of the 13F portfolio, value $1,726,106.

    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 6,156 shares
    Change vs previous 13F +1,205 shares

    0.21% of the 13F portfolio, value $1,798,527.

    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 4,951 shares
    Change vs previous 13F +545 shares

    0.21% of the 13F portfolio, value $1,546,455.

    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 4,406 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,277,178.

    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).