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Disclosery

Everhart Financial Group, Inc.: SPY position timeline

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

Everhart Financial Group, Inc. held 2,574 SPY 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 2,574 shares
    Change vs previous 13F +53 shares

    0.12% of the 13F portfolio, value $1,963,070.

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

  2. period ended2026-06-30
    13F 2,521 shares
    Change vs previous 13F -8,678 shares

    0.12% of the 13F portfolio, value $1,882,663.

    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 11,199 shares
    Change vs previous 13F +9,002 shares

    0.62% of the 13F portfolio, value $7,282,910.

    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 2,197 shares
    Change vs previous 13F -25 shares

    0.14% of the 13F portfolio, value $1,498,412.

    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 2,222 shares
    Change vs previous 13F -4 shares

    0.15% of the 13F portfolio, value $1,480,239.

    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 2,226 shares
    Change vs previous 13F +297 shares

    0.16% of the 13F portfolio, value $1,375,446.

    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 1,929 shares
    Change vs previous 13F +64 shares

    0.15% of the 13F portfolio, value $1,079,197.

    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 1,865 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,093,198.

    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).