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Disclosery

Everhart Financial Group, Inc.: VOT position timeline

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

Everhart Financial Group, Inc. held 234,303 VOT 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 234,303 shares
    Change vs previous 13F +18,229 shares

    4.22% of the 13F portfolio, value $68,439,773.

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

  2. period ended2026-06-30
    13F 216,074 shares
    Change vs previous 13F +172,004 shares

    4.23% of the 13F portfolio, value $66,183,419.

    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 44,070 shares
    Change vs previous 13F +17,461 shares

    0.97% of the 13F portfolio, value $11,341,413.

    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 26,609 shares
    Change vs previous 13F +2,417 shares

    0.69% of the 13F portfolio, value $7,427,524.

    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 24,192 shares
    Change vs previous 13F +1,533 shares

    0.71% of the 13F portfolio, value $7,107,286.

    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 22,659 shares
    Change vs previous 13F +2,376 shares

    0.74% of the 13F portfolio, value $6,444,017.

    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 20,283 shares
    Change vs previous 13F +2,337 shares

    0.68% of the 13F portfolio, value $4,961,949.

    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 17,946 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $4,553,862.

    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).