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Disclosery

Everhart Financial Group, Inc.: SPOT position timeline

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

Everhart Financial Group, Inc. held 3,746 SPOT 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 3,746 shares
    Change vs previous 13F -30 shares

    0.11% of the 13F portfolio, value $1,825,725.

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

  2. period ended2026-06-30
    13F 3,776 shares
    Change vs previous 13F -396 shares

    0.11% of the 13F portfolio, value $1,733,675.

    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 4,172 shares
    Change vs previous 13F +3 shares

    0.17% of the 13F portfolio, value $2,023,045.

    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 4,169 shares
    Change vs previous 13F +296 shares

    0.22% of the 13F portfolio, value $2,420,980.

    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 3,873 shares
    Change vs previous 13F +21 shares

    0.27% of the 13F portfolio, value $2,703,354.

    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 3,852 shares
    Change vs previous 13F +480 shares

    0.34% of the 13F portfolio, value $2,955,794.

    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 3,372 shares
    Change vs previous 13F +117 shares

    0.25% of the 13F portfolio, value $1,854,701.

    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 3,255 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,456,222.

    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).