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Disclosery

Everhart Financial Group, Inc.: V position timeline

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

Everhart Financial Group, Inc. held 13,842 V 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 13,842 shares
    Change vs previous 13F +694 shares

    0.31% of the 13F portfolio, value $4,973,846.

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

  2. period ended2026-06-30
    13F 13,148 shares
    Change vs previous 13F -1,973 shares

    0.29% of the 13F portfolio, value $4,510,947.

    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 15,121 shares
    Change vs previous 13F +1,846 shares

    0.39% of the 13F portfolio, value $4,570,171.

    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 13,275 shares
    Change vs previous 13F +1,223 shares

    0.43% of the 13F portfolio, value $4,655,675.

    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 12,052 shares
    Change vs previous 13F -141 shares

    0.41% of the 13F portfolio, value $4,114,160.

    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 12,193 shares
    Change vs previous 13F +954 shares

    0.5% of the 13F portfolio, value $4,328,950.

    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 11,239 shares
    Change vs previous 13F +1,170 shares

    0.54% of the 13F portfolio, value $3,938,746.

    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 10,069 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $3,182,125.

    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).