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Disclosery

Everhart Financial Group, Inc.: SCHA position timeline

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

Everhart Financial Group, Inc. held 62,982 SCHA 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 62,982 shares
    Change vs previous 13F -894 shares

    0.13% of the 13F portfolio, value $2,055,116.

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

  2. period ended2026-06-30
    13F 63,876 shares
    Change vs previous 13F -7,427 shares

    0.15% of the 13F portfolio, value $2,307,828.

    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 71,303 shares
    Change vs previous 13F +836 shares

    0.18% of the 13F portfolio, value $2,073,479.

    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 70,467 shares
    Change vs previous 13F -7,158 shares

    0.19% of the 13F portfolio, value $2,006,895.

    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 77,625 shares
    Change vs previous 13F -68 shares

    0.22% of the 13F portfolio, value $2,165,734.

    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 77,693 shares
    Change vs previous 13F -1,747 shares

    0.23% of the 13F portfolio, value $1,965,639.

    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 79,440 shares
    Change vs previous 13F +449 shares

    0.25% of the 13F portfolio, value $1,861,277.

    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 78,991 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,042,716.

    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).