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Disclosery

Everhart Financial Group, Inc.: SPGI position timeline

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

Everhart Financial Group, Inc. held 2,313 SPGI 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 2,313 shares
    Change vs previous 13F +365 shares

    0.06% of the 13F portfolio, value $912,409.

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

  2. period ended2026-06-30
    13F 1,948 shares
    Change vs previous 13F -424 shares

    0.05% of the 13F portfolio, value $793,342.

    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 2,372 shares
    Change vs previous 13F -1,429 shares

    0.09% of the 13F portfolio, value $1,008,906.

    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 3,801 shares
    Change vs previous 13F +750 shares

    0.18% of the 13F portfolio, value $1,986,365.

    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 3,051 shares
    Change vs previous 13F +66 shares

    0.15% of the 13F portfolio, value $1,484,952.

    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 2,985 shares
    Change vs previous 13F +780 shares

    0.18% of the 13F portfolio, value $1,573,960.

    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 2,205 shares
    Change vs previous 13F +117 shares

    0.15% of the 13F portfolio, value $1,120,360.

    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 2,088 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,039,886.

    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).