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Disclosery

Everhart Financial Group, Inc.: VTV position timeline

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

Everhart Financial Group, Inc. held 922,916 VTV 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 922,916 shares
    Change vs previous 13F +26,601 shares

    12.29% of the 13F portfolio, value $199,423,774.

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

  2. period ended2026-06-30
    13F 896,315 shares
    Change vs previous 13F +43,436 shares

    12.5% of the 13F portfolio, value $195,333,959.

    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 852,879 shares
    Change vs previous 13F +39,577 shares

    14.25% of the 13F portfolio, value $167,334,891.

    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 813,302 shares
    Change vs previous 13F +58,548 shares

    14.39% of the 13F portfolio, value $155,332,599.

    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 754,754 shares
    Change vs previous 13F +68,888 shares

    14.11% of the 13F portfolio, value $140,754,123.

    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 685,866 shares
    Change vs previous 13F +66,673 shares

    14.01% of the 13F portfolio, value $121,220,000.

    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 619,193 shares
    Change vs previous 13F +548,675 shares

    14.62% of the 13F portfolio, value $106,959,313.

    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 70,518 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $11,938,651.

    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).