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Disclosery

Everhart Financial Group, Inc.: PEP position timeline

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

Everhart Financial Group, Inc. held 10,422 PEP 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 10,422 shares
    Change vs previous 13F -2,164 shares

    0.08% of the 13F portfolio, value $1,320,735.

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

  2. period ended2026-06-30
    13F 12,586 shares
    Change vs previous 13F -971 shares

    0.11% of the 13F portfolio, value $1,704,088.

    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 13,557 shares
    Change vs previous 13F +1,375 shares

    0.18% of the 13F portfolio, value $2,105,324.

    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 12,182 shares
    Change vs previous 13F +2,123 shares

    0.16% of the 13F portfolio, value $1,748,381.

    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 10,059 shares
    Change vs previous 13F +641 shares

    0.14% of the 13F portfolio, value $1,412,706.

    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 9,418 shares
    Change vs previous 13F -352 shares

    0.14% of the 13F portfolio, value $1,243,522.

    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 9,770 shares
    Change vs previous 13F +3,207 shares

    0.2% of the 13F portfolio, value $1,464,903.

    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 6,563 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $998,020.

    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).