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Disclosery

Everhart Financial Group, Inc.: URI position timeline

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

Everhart Financial Group, Inc. held 715 URI 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 715 shares
    Change vs previous 13F -1 shares

    0.04% of the 13F portfolio, value $715,558.

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

  2. period ended2026-06-30
    13F 716 shares
    Change vs previous 13F +4 shares

    0.05% of the 13F portfolio, value $811,149.

    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 712 shares
    Change vs previous 13F -9 shares

    0.04% of the 13F portfolio, value $518,735.

    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 721 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $583,520.

    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 719 shares
    Change vs previous 13F +141 shares

    0.07% of the 13F portfolio, value $686,401.

    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 578 shares
    Change vs previous 13F +27 shares

    0.05% of the 13F portfolio, value $435,465.

    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 551 shares
    Change vs previous 13F +28 shares

    0.05% of the 13F portfolio, value $345,312.

    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 523 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $368,422.

    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).