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Disclosery

Everhart Financial Group, Inc.: SPG position timeline

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

Everhart Financial Group, Inc. held 5,987 SPG 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 5,987 shares
    Change vs previous 13F -3 shares

    0.07% of the 13F portfolio, value $1,201,950.

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

  2. period ended2026-06-30
    13F 5,990 shares
    Change vs previous 13F -142 shares

    0.09% of the 13F portfolio, value $1,339,664.

    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 6,132 shares
    Change vs previous 13F +789 shares

    0.1% of the 13F portfolio, value $1,143,802.

    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 5,343 shares
    Change vs previous 13F +593 shares

    0.09% of the 13F portfolio, value $989,043.

    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 4,750 shares
    Change vs previous 13F +808 shares

    0.09% of the 13F portfolio, value $891,433.

    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 3,942 shares
    Change vs previous 13F +64 shares

    0.07% of the 13F portfolio, value $633,716.

    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 3,878 shares
    Change vs previous 13F +320 shares

    0.09% of the 13F portfolio, value $644,058.

    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 3,558 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $612,723.

    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).