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
- period ended2026-09-3013F 1,932 sharesChange 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 - period ended2026-06-3013F 1,870 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,799 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,802 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,101 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,798 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,716 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,620 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).