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Disclosery

Everhart Financial Group, Inc.: VOO position timeline

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

Everhart Financial Group, Inc. held 15,158 VOO 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 15,158 shares
    Change vs previous 13F +2,059 shares

    0.65% of the 13F portfolio, value $10,623,678.

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

  2. period ended2026-06-30
    13F 13,099 shares
    Change vs previous 13F +3,074 shares

    0.58% of the 13F portfolio, value $8,996,451.

    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 10,025 shares
    Change vs previous 13F +1,212 shares

    0.51% of the 13F portfolio, value $5,990,464.

    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 8,813 shares
    Change vs previous 13F +912 shares

    0.51% of the 13F portfolio, value $5,526,731.

    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 7,901 shares
    Change vs previous 13F +1,144 shares

    0.48% of the 13F portfolio, value $4,838,706.

    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 6,757 shares
    Change vs previous 13F +1,594 shares

    0.44% of the 13F portfolio, value $3,838,122.

    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 5,163 shares
    Change vs previous 13F +1,155 shares

    0.36% of the 13F portfolio, value $2,653,276.

    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 4,008 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,159,798.

    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).