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Disclosery

Everhart Financial Group, Inc.: MSFT position timeline

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

Everhart Financial Group, Inc. held 62,525 MSFT 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 62,525 shares
    Change vs previous 13F +4,670 shares

    1.98% of the 13F portfolio, value $32,069,123.

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

  2. period ended2026-06-30
    13F 57,855 shares
    Change vs previous 13F -4,647 shares

    1.38% of the 13F portfolio, value $21,581,076.

    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 62,502 shares
    Change vs previous 13F +4,957 shares

    1.97% of the 13F portfolio, value $23,136,214.

    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 57,545 shares
    Change vs previous 13F +1,394 shares

    2.58% of the 13F portfolio, value $27,829,877.

    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 56,151 shares
    Change vs previous 13F +2,741 shares

    2.91% of the 13F portfolio, value $29,083,191.

    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 53,410 shares
    Change vs previous 13F +4,458 shares

    3.07% of the 13F portfolio, value $26,566,447.

    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 48,952 shares
    Change vs previous 13F +783 shares

    2.51% of the 13F portfolio, value $18,376,197.

    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 48,169 shares
    Change vs previous 13F not available

    4.18% of the 13F portfolio, value $20,303,078.

    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).