Skip to content
Disclosery

Everhart Financial Group, Inc.: STXV position timeline

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

Everhart Financial Group, Inc. held 27,696 STXV 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 27,696 shares
    Change vs previous 13F -5,184 shares

    0.06% of the 13F portfolio, value $1,041,063.

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

  2. period ended2026-06-30
    13F 32,880 shares
    Change vs previous 13F -487 shares

    0.08% of the 13F portfolio, value $1,246,493.

    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 33,367 shares
    Change vs previous 13F -5,314 shares

    0.1% of the 13F portfolio, value $1,172,359.

    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 38,681 shares
    Change vs previous 13F -2,135 shares

    0.12% of the 13F portfolio, value $1,294,196.

    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 40,816 shares
    Change vs previous 13F -3,184 shares

    0.13% of the 13F portfolio, value $1,320,419.

    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 44,000 shares
    Change vs previous 13F +718 shares

    0.16% of the 13F portfolio, value $1,356,287.

    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 43,282 shares
    Change vs previous 13F +46 shares

    0.18% of the 13F portfolio, value $1,320,534.

    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 43,236 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,275,730.

    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).