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Disclosery

Everhart Financial Group, Inc.: VBR position timeline

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

Everhart Financial Group, Inc. held 275,370 VBR 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 275,370 shares
    Change vs previous 13F +19,985 shares

    3.92% of the 13F portfolio, value $63,618,687.

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

  2. period ended2026-06-30
    13F 255,385 shares
    Change vs previous 13F +198,989 shares

    3.97% of the 13F portfolio, value $62,056,110.

    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 56,396 shares
    Change vs previous 13F +18,188 shares

    1.04% of the 13F portfolio, value $12,252,030.

    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 38,208 shares
    Change vs previous 13F +1,863 shares

    0.75% of the 13F portfolio, value $8,092,132.

    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 36,345 shares
    Change vs previous 13F +2,624 shares

    0.76% of the 13F portfolio, value $7,585,624.

    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 33,721 shares
    Change vs previous 13F +4,032 shares

    0.76% of the 13F portfolio, value $6,575,894.

    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 29,689 shares
    Change vs previous 13F +3,772 shares

    0.76% of the 13F portfolio, value $5,530,830.

    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 25,917 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $5,136,212.

    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).