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Everhart Financial Group, Inc.: VTEB position timeline

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

Everhart Financial Group, Inc. held 32,542 VTEB 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 32,542 shares
    Change vs previous 13F +414 shares

    0.09% of the 13F portfolio, value $1,541,179.

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

  2. period ended2026-06-30
    13F 32,128 shares
    Change vs previous 13F +339 shares

    0.1% of the 13F portfolio, value $1,625,045.

    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 31,789 shares
    Change vs previous 13F -295 shares

    0.14% of the 13F portfolio, value $1,585,952.

    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 32,084 shares
    Change vs previous 13F -75 shares

    0.15% of the 13F portfolio, value $1,613,525.

    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 32,159 shares
    Change vs previous 13F -1,515 shares

    0.16% of the 13F portfolio, value $1,610,181.

    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 33,674 shares
    Change vs previous 13F -2,422 shares

    0.19% of the 13F portfolio, value $1,651,036.

    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 36,096 shares
    Change vs previous 13F +1,890 shares

    0.24% of the 13F portfolio, value $1,791,084.

    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 34,206 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,714,747.

    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).