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Disclosery

Everhart Financial Group, Inc.: PLTR position timeline

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

Everhart Financial Group, Inc. held 27,466 PLTR 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 27,466 shares
    Change vs previous 13F +4,108 shares

    0.32% of the 13F portfolio, value $5,137,515.

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

  2. period ended2026-06-30
    13F 23,358 shares
    Change vs previous 13F -4,970 shares

    0.17% of the 13F portfolio, value $2,725,178.

    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 28,328 shares
    Change vs previous 13F +2,893 shares

    0.35% of the 13F portfolio, value $4,143,820.

    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 25,435 shares
    Change vs previous 13F +277 shares

    0.42% of the 13F portfolio, value $4,521,071.

    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 25,158 shares
    Change vs previous 13F +875 shares

    0.46% of the 13F portfolio, value $4,589,322.

    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 24,283 shares
    Change vs previous 13F -107 shares

    0.38% of the 13F portfolio, value $3,310,258.

    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 24,390 shares
    Change vs previous 13F +649 shares

    0.28% of the 13F portfolio, value $2,058,516.

    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 23,741 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,795,532.

    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).