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Disclosery

Everhart Financial Group, Inc.: META position timeline

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

Everhart Financial Group, Inc. held 20,178 META 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 20,178 shares
    Change vs previous 13F +1,007 shares

    0.9% of the 13F portfolio, value $14,632,598.

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

  2. period ended2026-06-30
    13F 19,171 shares
    Change vs previous 13F -313 shares

    0.69% of the 13F portfolio, value $10,798,613.

    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 19,484 shares
    Change vs previous 13F +510 shares

    0.95% of the 13F portfolio, value $11,147,103.

    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 18,974 shares
    Change vs previous 13F +198 shares

    1.16% of the 13F portfolio, value $12,524,573.

    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 18,776 shares
    Change vs previous 13F +914 shares

    1.38% of the 13F portfolio, value $13,788,634.

    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 17,862 shares
    Change vs previous 13F +276 shares

    1.52% of the 13F portfolio, value $13,183,713.

    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 17,586 shares
    Change vs previous 13F +586 shares

    1.39% of the 13F portfolio, value $10,135,633.

    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 17,000 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $9,953,730.

    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).