Everhart Financial Group, Inc.: PWR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Everhart Financial Group, Inc. on PWR, newest first. How the timeline and the estimate are built.
Everhart Financial Group, Inc. held 5,187 PWR shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 5,187 sharesChange vs previous 13F +78 shares
0.21% of the 13F portfolio, value $3,332,699.
13F-HR 0002085853-26-001122 filed by Everhart Financial Group, Inc.
Accepted , ingested - period ended2026-06-3013F 5,109 sharesChange vs previous 13F -685 shares
0.24% of the 13F portfolio, value $3,678,684.
13F-HR 0002085853-26-000657 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,794 sharesChange vs previous 13F +294 shares
0.27% of the 13F portfolio, value $3,181,022.
13F-HR 0002085853-26-000316 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,500 sharesChange vs previous 13F +502 shares
0.22% of the 13F portfolio, value $2,321,330.
13F-HR 0002085853-26-000007 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,998 sharesChange vs previous 13F +398 shares
0.21% of the 13F portfolio, value $2,071,271.
13F-HR 0002085853-25-000218 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,600 sharesChange vs previous 13F +433 shares
0.2% of the 13F portfolio, value $1,739,168.
13F-HR 0001667731-25-001064 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,167 sharesChange vs previous 13F -98 shares
0.14% of the 13F portfolio, value $1,059,168.
13F-HR 0001667731-25-000433 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,265 sharesChange vs previous 13F not available
0.28% of the 13F portfolio, value $1,347,953.
13F-HR 0001667731-25-000184 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).