Skip to content
Disclosery

Everhart Financial Group, Inc.: NEE position timeline

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

Everhart Financial Group, Inc. held 15,280 NEE 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 15,280 shares
    Change vs previous 13F -1,569 shares

    0.07% of the 13F portfolio, value $1,157,305.

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

  2. period ended2026-06-30
    13F 16,849 shares
    Change vs previous 13F -2,248 shares

    0.09% of the 13F portfolio, value $1,478,820.

    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 19,097 shares
    Change vs previous 13F +4,583 shares

    0.15% of the 13F portfolio, value $1,773,729.

    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 14,514 shares
    Change vs previous 13F +748 shares

    0.11% of the 13F portfolio, value $1,165,184.

    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 13,766 shares
    Change vs previous 13F +609 shares

    0.1% of the 13F portfolio, value $1,039,195.

    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 13,157 shares
    Change vs previous 13F +862 shares

    0.11% of the 13F portfolio, value $913,359.

    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 12,295 shares
    Change vs previous 13F -246 shares

    0.12% of the 13F portfolio, value $871,593.

    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 12,541 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $899,064.

    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).