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Disclosery

Everhart Financial Group, Inc.: SYY position timeline

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

Everhart Financial Group, Inc. held 7,202 SYY 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 7,202 shares
    Change vs previous 13F -153 shares

    0.03% of the 13F portfolio, value $561,436.

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

  2. period ended2026-06-30
    13F 7,355 shares
    Change vs previous 13F -490 shares

    0.04% of the 13F portfolio, value $614,749.

    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 7,845 shares
    Change vs previous 13F +38 shares

    0.05% of the 13F portfolio, value $559,566.

    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 7,807 shares
    Change vs previous 13F +301 shares

    0.05% of the 13F portfolio, value $575,321.

    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 7,506 shares
    Change vs previous 13F +1,303 shares

    0.06% of the 13F portfolio, value $618,036.

    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 6,203 shares
    Change vs previous 13F +332 shares

    0.05% of the 13F portfolio, value $469,815.

    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 5,871 shares
    Change vs previous 13F +632 shares

    0.06% of the 13F portfolio, value $440,560.

    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 5,239 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $400,574.

    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).