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Disclosery

Everhart Financial Group, Inc.: PLD position timeline

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

Everhart Financial Group, Inc. held 7,434 PLD 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 7,434 shares
    Change vs previous 13F +147 shares

    0.06% of the 13F portfolio, value $965,231.

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

  2. period ended2026-06-30
    13F 7,287 shares
    Change vs previous 13F -200 shares

    0.06% of the 13F portfolio, value $987,170.

    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 7,487 shares
    Change vs previous 13F +2,143 shares

    0.08% of the 13F portfolio, value $989,632.

    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 5,344 shares
    Change vs previous 13F +1,112 shares

    0.06% of the 13F portfolio, value $682,215.

    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 4,232 shares
    Change vs previous 13F +1,403 shares

    0.05% of the 13F portfolio, value $484,663.

    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 2,829 shares
    Change vs previous 13F -1,075 shares

    0.03% of the 13F portfolio, value $297,384.

    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 3,904 shares
    Change vs previous 13F -812 shares

    0.06% of the 13F portfolio, value $436,428.

    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 4,716 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $498,503.

    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).