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Everhart Financial Group, Inc.: RGLD position timeline

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

Everhart Financial Group, Inc. held 3,432 RGLD 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 3,432 shares
    Change vs previous 13F +439 shares

    0.05% of the 13F portfolio, value $809,952.

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

  2. period ended2026-06-30
    13F 2,993 shares
    Change vs previous 13F -497 shares

    0.04% of the 13F portfolio, value $597,433.

    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 3,490 shares
    Change vs previous 13F +104 shares

    0.08% of the 13F portfolio, value $888,170.

    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 3,386 shares
    Change vs previous 13F +197 shares

    0.07% of the 13F portfolio, value $752,674.

    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 3,189 shares
    Change vs previous 13F +215 shares

    0.06% of the 13F portfolio, value $639,650.

    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 2,974 shares
    Change vs previous 13F +386 shares

    0.06% of the 13F portfolio, value $528,896.

    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 2,588 shares
    Change vs previous 13F +587 shares

    0.06% of the 13F portfolio, value $423,164.

    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 2,001 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $263,832.

    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).