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Disclosery

Everhart Financial Group, Inc.: SLYV position timeline

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

Everhart Financial Group, Inc. held 8,666 SLYV 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 8,666 shares
    Change vs previous 13F -129 shares

    0.05% of the 13F portfolio, value $885,281.

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

  2. period ended2026-06-30
    13F 8,795 shares
    Change vs previous 13F -10,969 shares

    0.06% of the 13F portfolio, value $959,657.

    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 19,764 shares
    Change vs previous 13F +11,697 shares

    0.16% of the 13F portfolio, value $1,869,291.

    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 8,067 shares
    Change vs previous 13F -266 shares

    0.07% of the 13F portfolio, value $733,894.

    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 8,333 shares
    Change vs previous 13F -895 shares

    0.07% of the 13F portfolio, value $738,712.

    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 9,228 shares
    Change vs previous 13F +516 shares

    0.09% of the 13F portfolio, value $735,989.

    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 8,712 shares
    Change vs previous 13F -4 shares

    0.09% of the 13F portfolio, value $683,000.

    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 8,716 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $760,448.

    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).