Skip to content
Disclosery

Everhart Financial Group, Inc.: SAN position timeline

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

Everhart Financial Group, Inc. held 27,551 SAN 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 27,551 shares
    Change vs previous 13F +12,773 shares

    0.02% of the 13F portfolio, value $381,030.

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

  2. period ended2026-06-30
    13F 14,778 shares
    Change vs previous 13F -99 shares

    0.01% of the 13F portfolio, value $203,936.

    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 14,877 shares
    Change vs previous 13F +2,997 shares

    0.01% of the 13F portfolio, value $167,813.

    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 11,880 shares
    Change vs previous 13F +262 shares

    0.01% of the 13F portfolio, value $139,352.

    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 11,618 shares
    Change vs previous 13F +916 shares

    0.01% of the 13F portfolio, value $121,757.

    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 10,702 shares
    Change vs previous 13F -947 shares

    0.01% of the 13F portfolio, value $88,827.

    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 11,649 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $78,048.

    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).