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Disclosery

Everhart Financial Group, Inc.: MO position timeline

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

Everhart Financial Group, Inc. held 8,121 MO 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 8,121 shares
    Change vs previous 13F +455 shares

    0.03% of the 13F portfolio, value $546,868.

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

  2. period ended2026-06-30
    13F 7,666 shares
    Change vs previous 13F -75 shares

    0.04% of the 13F portfolio, value $551,569.

    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 7,741 shares
    Change vs previous 13F +2,346 shares

    0.04% of the 13F portfolio, value $510,829.

    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 5,395 shares
    Change vs previous 13F -267 shares

    0.03% of the 13F portfolio, value $311,076.

    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 5,662 shares
    Change vs previous 13F +1,624 shares

    0.04% of the 13F portfolio, value $374,032.

    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 4,038 shares
    Change vs previous 13F +403 shares

    0.03% of the 13F portfolio, value $236,748.

    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 3,635 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $218,173.

    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).