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Disclosery

Everhart Financial Group, Inc.: VIG position timeline

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

Everhart Financial Group, Inc. held 5,231 VIG 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 5,231 shares
    Change vs previous 13F +5 shares

    0.08% of the 13F portfolio, value $1,220,454.

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

  2. period ended2026-06-30
    13F 5,226 shares
    Change vs previous 13F -12,870 shares

    0.08% of the 13F portfolio, value $1,236,586.

    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 18,096 shares
    Change vs previous 13F +12,406 shares

    0.33% of the 13F portfolio, value $3,891,734.

    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 5,690 shares
    Change vs previous 13F +16 shares

    0.12% of the 13F portfolio, value $1,250,557.

    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 5,674 shares
    Change vs previous 13F -376 shares

    0.12% of the 13F portfolio, value $1,224,401.

    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 6,050 shares
    Change vs previous 13F +4,206 shares

    0.14% of the 13F portfolio, value $1,238,261.

    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 1,844 shares
    Change vs previous 13F -9 shares

    0.05% of the 13F portfolio, value $357,718.

    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 1,853 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $362,873.

    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).