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Disclosery

Everhart Financial Group, Inc.: STAG position timeline

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

Everhart Financial Group, Inc. held 25,442 STAG 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 25,442 shares
    Change vs previous 13F +50 shares

    0.06% of the 13F portfolio, value $911,078.

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

  2. period ended2026-06-30
    13F 25,392 shares
    Change vs previous 13F +489 shares

    0.06% of the 13F portfolio, value $966,420.

    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 24,903 shares
    Change vs previous 13F +2,448 shares

    0.08% of the 13F portfolio, value $898,002.

    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 22,455 shares
    Change vs previous 13F +1,728 shares

    0.08% of the 13F portfolio, value $825,446.

    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 20,727 shares
    Change vs previous 13F -169 shares

    0.07% of the 13F portfolio, value $731,456.

    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 20,896 shares
    Change vs previous 13F +2,028 shares

    0.09% of the 13F portfolio, value $758,107.

    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 18,868 shares
    Change vs previous 13F +3,309 shares

    0.09% of the 13F portfolio, value $681,512.

    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 15,559 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $526,205.

    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).