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Disclosery

Everhart Financial Group, Inc.: VO position timeline

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

Everhart Financial Group, Inc. held 22,159 VO 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 22,159 shares
    Change vs previous 13F +801 shares

    0.11% of the 13F portfolio, value $1,737,694.

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

  2. period ended2026-06-30
    13F 21,358 shares
    Change vs previous 13F +16,117 shares

    0.11% of the 13F portfolio, value $1,720,797.

    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 5,241 shares
    Change vs previous 13F -66 shares

    0.13% of the 13F portfolio, value $1,505,014.

    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 5,307 shares
    Change vs previous 13F -26 shares

    0.14% of the 13F portfolio, value $1,540,065.

    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 5,333 shares
    Change vs previous 13F +247 shares

    0.16% of the 13F portfolio, value $1,566,602.

    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 5,086 shares
    Change vs previous 13F -46 shares

    0.16% of the 13F portfolio, value $1,423,076.

    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 5,132 shares
    Change vs previous 13F -166 shares

    0.18% of the 13F portfolio, value $1,327,109.

    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 5,298 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,399,237.

    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).