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Disclosery

Everhart Financial Group, Inc.: MTB position timeline

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

Everhart Financial Group, Inc. held 2,470 MTB 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 2,470 shares
    Change vs previous 13F +135 shares

    0.03% of the 13F portfolio, value $537,472.

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

  2. period ended2026-06-30
    13F 2,335 shares
    Change vs previous 13F -5 shares

    0.04% of the 13F portfolio, value $555,753.

    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 2,340 shares
    Change vs previous 13F +883 shares

    0.04% of the 13F portfolio, value $483,725.

    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 1,457 shares
    Change vs previous 13F +176 shares

    0.03% of the 13F portfolio, value $293,556.

    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 1,281 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $253,151.

    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).