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Disclosery

Everhart Financial Group, Inc.: VBK position timeline

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

Everhart Financial Group, Inc. held 20,780 VBK 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 20,780 shares
    Change vs previous 13F -1,399 shares

    0.43% of the 13F portfolio, value $7,020,161.

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

  2. period ended2026-06-30
    13F 22,179 shares
    Change vs previous 13F -2,754 shares

    0.52% of the 13F portfolio, value $8,110,927.

    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 24,933 shares
    Change vs previous 13F +1,887 shares

    0.64% of the 13F portfolio, value $7,536,055.

    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 23,046 shares
    Change vs previous 13F +2,164 shares

    0.64% of the 13F portfolio, value $6,962,397.

    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 20,882 shares
    Change vs previous 13F +1,249 shares

    0.62% of the 13F portfolio, value $6,214,828.

    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 19,633 shares
    Change vs previous 13F +2,645 shares

    0.63% of the 13F portfolio, value $5,437,067.

    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 16,988 shares
    Change vs previous 13F +2,419 shares

    0.58% of the 13F portfolio, value $4,277,079.

    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 14,569 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $4,080,082.

    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).