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Disclosery

Everhart Financial Group, Inc.: UVSP position timeline

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

Everhart Financial Group, Inc. held 49,737 UVSP 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 49,737 shares
    Change vs previous 13F +1,856 shares

    0.13% of the 13F portfolio, value $2,038,222.

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

  2. period ended2026-06-30
    13F 47,881 shares
    Change vs previous 13F +229 shares

    0.13% of the 13F portfolio, value $2,094,794.

    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 47,652 shares
    Change vs previous 13F +7,444 shares

    0.14% of the 13F portfolio, value $1,632,558.

    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 40,208 shares
    Change vs previous 13F +1,167 shares

    0.12% of the 13F portfolio, value $1,316,410.

    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 39,041 shares
    Change vs previous 13F +7,364 shares

    0.12% of the 13F portfolio, value $1,172,011.

    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 31,677 shares
    Change vs previous 13F +3,228 shares

    0.11% of the 13F portfolio, value $951,577.

    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 28,449 shares
    Change vs previous 13F +810 shares

    0.11% of the 13F portfolio, value $806,814.

    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 27,639 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $815,627.

    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).