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Disclosery

Everhart Financial Group, Inc.: VEA position timeline

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

Everhart Financial Group, Inc. held 31,786 VEA 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 31,786 shares
    Change vs previous 13F +587 shares

    0.14% of the 13F portfolio, value $2,244,390.

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

  2. period ended2026-06-30
    13F 31,199 shares
    Change vs previous 13F +581 shares

    0.14% of the 13F portfolio, value $2,222,905.

    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 30,618 shares
    Change vs previous 13F -1,226 shares

    0.17% of the 13F portfolio, value $1,962,011.

    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 31,844 shares
    Change vs previous 13F +1,457 shares

    0.18% of the 13F portfolio, value $1,989,298.

    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 30,387 shares
    Change vs previous 13F -566 shares

    0.18% of the 13F portfolio, value $1,820,789.

    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 30,953 shares
    Change vs previous 13F +2,081 shares

    0.2% of the 13F portfolio, value $1,764,603.

    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 28,872 shares
    Change vs previous 13F +4,229 shares

    0.2% of the 13F portfolio, value $1,467,559.

    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 24,643 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,178,428.

    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).