Skip to content
Disclosery

Everhart Financial Group, Inc.: SCHV position timeline

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

Everhart Financial Group, Inc. held 118,084 SCHV 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 118,084 shares
    Change vs previous 13F -5,885 shares

    0.24% of the 13F portfolio, value $3,933,391.

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

  2. period ended2026-06-30
    13F 123,969 shares
    Change vs previous 13F -3,549 shares

    0.28% of the 13F portfolio, value $4,315,377.

    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 127,518 shares
    Change vs previous 13F -1,707 shares

    0.33% of the 13F portfolio, value $3,889,292.

    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 129,225 shares
    Change vs previous 13F -33,435 shares

    0.35% of the 13F portfolio, value $3,826,347.

    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 162,660 shares
    Change vs previous 13F -3,875 shares

    0.47% of the 13F portfolio, value $4,735,038.

    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 166,535 shares
    Change vs previous 13F +12,740 shares

    0.53% of the 13F portfolio, value $4,608,010.

    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 153,795 shares
    Change vs previous 13F +1,456 shares

    0.56% of the 13F portfolio, value $4,087,859.

    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 152,339 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $3,971,473.

    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).