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Disclosery

Everhart Financial Group, Inc.: MUB position timeline

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

Everhart Financial Group, Inc. held 4,774 MUB 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 4,774 shares
    Change vs previous 13F -901 shares

    0.03% of the 13F portfolio, value $482,604.

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

  2. period ended2026-06-30
    13F 5,675 shares
    Change vs previous 13F -5,877 shares

    0.04% of the 13F portfolio, value $610,698.

    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 11,552 shares
    Change vs previous 13F +140 shares

    0.1% of the 13F portfolio, value $1,226,224.

    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 11,412 shares
    Change vs previous 13F +164 shares

    0.11% of the 13F portfolio, value $1,222,300.

    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 11,248 shares
    Change vs previous 13F +343 shares

    0.12% of the 13F portfolio, value $1,197,834.

    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 10,905 shares
    Change vs previous 13F -3,625 shares

    0.13% of the 13F portfolio, value $1,139,354.

    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 14,530 shares
    Change vs previous 13F +1,046 shares

    0.21% of the 13F portfolio, value $1,532,043.

    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 13,484 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,436,720.

    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).