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Disclosery

Everhart Financial Group, Inc.: UCB position timeline

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

Everhart Financial Group, Inc. held 27,399 UCB 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 27,399 shares
    Change vs previous 13F +1,936 shares

    0.06% of the 13F portfolio, value $913,757.

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

  2. period ended2026-06-30
    13F 25,463 shares
    Change vs previous 13F -322 shares

    0.06% of the 13F portfolio, value $893,497.

    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 25,785 shares
    Change vs previous 13F +6,841 shares

    0.07% of the 13F portfolio, value $811,970.

    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 18,944 shares
    Change vs previous 13F +877 shares

    0.05% of the 13F portfolio, value $591,432.

    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 18,067 shares
    Change vs previous 13F +2,355 shares

    0.06% of the 13F portfolio, value $566,400.

    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 15,712 shares
    Change vs previous 13F -914 shares

    0.05% of the 13F portfolio, value $468,060.

    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 16,626 shares
    Change vs previous 13F +2,624 shares

    0.06% of the 13F portfolio, value $467,689.

    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 14,002 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $452,405.

    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).