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Disclosery

Everhart Financial Group, Inc.: VRT position timeline

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

Everhart Financial Group, Inc. held 8,513 VRT 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 8,513 shares
    Change vs previous 13F -68 shares

    0.13% of the 13F portfolio, value $2,054,387.

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

  2. period ended2026-06-30
    13F 8,581 shares
    Change vs previous 13F -1,941 shares

    0.18% of the 13F portfolio, value $2,873,090.

    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 10,522 shares
    Change vs previous 13F +2,258 shares

    0.22% of the 13F portfolio, value $2,636,603.

    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 8,264 shares
    Change vs previous 13F +3,310 shares

    0.12% of the 13F portfolio, value $1,338,851.

    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 4,954 shares
    Change vs previous 13F +2,649 shares

    0.07% of the 13F portfolio, value $747,360.

    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 2,305 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $295,985.

    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).