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Disclosery

Everhart Financial Group, Inc.: ORCL position timeline

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

Everhart Financial Group, Inc. held 13,453 ORCL 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 13,453 shares
    Change vs previous 13F -1,485 shares

    0.11% of the 13F portfolio, value $1,847,098.

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

  2. period ended2026-06-30
    13F 14,938 shares
    Change vs previous 13F -399 shares

    0.14% of the 13F portfolio, value $2,189,112.

    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 15,337 shares
    Change vs previous 13F +2,658 shares

    0.19% of the 13F portfolio, value $2,256,282.

    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 12,679 shares
    Change vs previous 13F -790 shares

    0.23% of the 13F portfolio, value $2,471,253.

    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 13,469 shares
    Change vs previous 13F +934 shares

    0.38% of the 13F portfolio, value $3,787,894.

    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 12,535 shares
    Change vs previous 13F -532 shares

    0.32% of the 13F portfolio, value $2,740,459.

    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 13,067 shares
    Change vs previous 13F +274 shares

    0.25% of the 13F portfolio, value $1,826,956.

    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 12,793 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,131,876.

    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).