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Disclosery

Everhart Financial Group, Inc.: VOE position timeline

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

Everhart Financial Group, Inc. held 342,034 VOE 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 342,034 shares
    Change vs previous 13F +22,040 shares

    4.12% of the 13F portfolio, value $66,877,870.

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

  2. period ended2026-06-30
    13F 319,994 shares
    Change vs previous 13F +256,595 shares

    4.05% of the 13F portfolio, value $63,230,730.

    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 63,399 shares
    Change vs previous 13F +23,827 shares

    0.99% of the 13F portfolio, value $11,683,215.

    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 39,572 shares
    Change vs previous 13F +3,878 shares

    0.65% of the 13F portfolio, value $7,018,896.

    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 35,694 shares
    Change vs previous 13F +3,448 shares

    0.62% of the 13F portfolio, value $6,231,373.

    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 32,246 shares
    Change vs previous 13F +4,089 shares

    0.61% of the 13F portfolio, value $5,303,241.

    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 28,157 shares
    Change vs previous 13F +4,504 shares

    0.62% of the 13F portfolio, value $4,520,334.

    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 23,653 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $3,826,414.

    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).