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Disclosery

Everhart Financial Group, Inc.: UNH position timeline

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

Everhart Financial Group, Inc. held 6,869 UNH 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 6,869 shares
    Change vs previous 13F +137 shares

    0.16% of the 13F portfolio, value $2,521,473.

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

  2. period ended2026-06-30
    13F 6,732 shares
    Change vs previous 13F +1,385 shares

    0.18% of the 13F portfolio, value $2,798,021.

    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 5,347 shares
    Change vs previous 13F +945 shares

    0.12% of the 13F portfolio, value $1,446,845.

    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 4,402 shares
    Change vs previous 13F +498 shares

    0.13% of the 13F portfolio, value $1,453,144.

    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 3,904 shares
    Change vs previous 13F +1,685 shares

    0.14% of the 13F portfolio, value $1,348,105.

    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 2,219 shares
    Change vs previous 13F -2,316 shares

    0.08% of the 13F portfolio, value $692,261.

    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 4,535 shares
    Change vs previous 13F +243 shares

    0.32% of the 13F portfolio, value $2,375,207.

    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 4,292 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,171,151.

    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).