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Everhart Financial Group, Inc.: MU position timeline

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

Everhart Financial Group, Inc. held 11,506 MU 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 11,506 shares
    Change vs previous 13F +305 shares

    0.76% of the 13F portfolio, value $12,255,416.

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

  2. period ended2026-06-30
    13F 11,201 shares
    Change vs previous 13F -766 shares

    0.83% of the 13F portfolio, value $12,929,393.

    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 11,967 shares
    Change vs previous 13F +2,332 shares

    0.34% of the 13F portfolio, value $4,042,931.

    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 9,635 shares
    Change vs previous 13F +1,994 shares

    0.25% of the 13F portfolio, value $2,749,925.

    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 7,641 shares
    Change vs previous 13F +1,619 shares

    0.13% of the 13F portfolio, value $1,278,492.

    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 6,022 shares
    Change vs previous 13F -660 shares

    0.09% of the 13F portfolio, value $742,212.

    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 6,682 shares
    Change vs previous 13F +1,326 shares

    0.08% of the 13F portfolio, value $580,599.

    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 5,356 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $450,761.

    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).