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Disclosery

Everhart Financial Group, Inc.: PANW position timeline

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

Everhart Financial Group, Inc. held 8,739 PANW 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 8,739 shares
    Change vs previous 13F +186 shares

    0.21% of the 13F portfolio, value $3,472,092.

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

  2. period ended2026-06-30
    13F 8,553 shares
    Change vs previous 13F -808 shares

    0.19% of the 13F portfolio, value $2,916,744.

    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 9,361 shares
    Change vs previous 13F +1,204 shares

    0.13% of the 13F portfolio, value $1,500,756.

    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 8,157 shares
    Change vs previous 13F +864 shares

    0.14% of the 13F portfolio, value $1,502,519.

    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 7,293 shares
    Change vs previous 13F -63 shares

    0.15% of the 13F portfolio, value $1,485,001.

    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 7,356 shares
    Change vs previous 13F -2 shares

    0.17% of the 13F portfolio, value $1,505,332.

    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 7,358 shares
    Change vs previous 13F +407 shares

    0.17% of the 13F portfolio, value $1,255,569.

    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 6,951 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,264,804.

    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).