Everhart Financial Group, Inc.: NI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Everhart Financial Group, Inc. on NI, newest first. How the timeline and the estimate are built.
Everhart Financial Group, Inc. held 29,271 NI shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 29,271 sharesChange vs previous 13F -1,948 shares
0.07% of the 13F portfolio, value $1,141,569.
13F-HR 0002085853-26-001122 filed by Everhart Financial Group, Inc.
Accepted , ingested - period ended2026-06-3013F 31,219 sharesChange vs previous 13F -1,905 shares
0.09% of the 13F portfolio, value $1,484,463.
13F-HR 0002085853-26-000657 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 33,124 sharesChange vs previous 13F +734 shares
0.13% of the 13F portfolio, value $1,545,566.
13F-HR 0002085853-26-000316 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 32,390 sharesChange vs previous 13F +939 shares
0.13% of the 13F portfolio, value $1,352,606.
13F-HR 0002085853-26-000007 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 31,451 sharesChange vs previous 13F +837 shares
0.14% of the 13F portfolio, value $1,361,828.
13F-HR 0002085853-25-000218 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 30,614 sharesChange vs previous 13F +590 shares
0.14% of the 13F portfolio, value $1,234,969.
13F-HR 0001667731-25-001064 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 30,024 sharesChange vs previous 13F +801 shares
0.16% of the 13F portfolio, value $1,203,662.
13F-HR 0001667731-25-000433 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 29,223 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $1,074,237.
13F-HR 0001667731-25-000184 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).