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Everhart Financial Group, Inc.: VNQ position timeline

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

Everhart Financial Group, Inc. held 60,226 VNQ 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 60,226 shares
    Change vs previous 13F -12,428 shares

    0.33% of the 13F portfolio, value $5,398,090.

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

  2. period ended2026-06-30
    13F 72,654 shares
    Change vs previous 13F +7,286 shares

    0.45% of the 13F portfolio, value $7,006,029.

    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 65,368 shares
    Change vs previous 13F +5,202 shares

    0.49% of the 13F portfolio, value $5,798,183.

    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 60,166 shares
    Change vs previous 13F +7,398 shares

    0.49% of the 13F portfolio, value $5,324,110.

    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 52,768 shares
    Change vs previous 13F +3,411 shares

    0.48% of the 13F portfolio, value $4,824,068.

    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 49,357 shares
    Change vs previous 13F +4,866 shares

    0.51% of the 13F portfolio, value $4,395,694.

    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 44,491 shares
    Change vs previous 13F +5,965 shares

    0.55% of the 13F portfolio, value $4,028,256.

    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 38,526 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $3,431,919.

    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).