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Everhart Financial Group, Inc.: SHW position timeline

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

Everhart Financial Group, Inc. held 1,932 SHW 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 1,932 shares
    Change vs previous 13F +62 shares

    0.04% of the 13F portfolio, value $624,558.

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

  2. period ended2026-06-30
    13F 1,870 shares
    Change vs previous 13F +71 shares

    0.04% of the 13F portfolio, value $643,878.

    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 1,799 shares
    Change vs previous 13F -3 shares

    0.05% of the 13F portfolio, value $576,669.

    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 1,802 shares
    Change vs previous 13F -299 shares

    0.05% of the 13F portfolio, value $583,902.

    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 2,101 shares
    Change vs previous 13F +303 shares

    0.07% of the 13F portfolio, value $727,322.

    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 1,798 shares
    Change vs previous 13F +82 shares

    0.07% of the 13F portfolio, value $617,361.

    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 1,716 shares
    Change vs previous 13F +96 shares

    0.08% of the 13F portfolio, value $599,210.

    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 1,620 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $550,687.

    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).