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Disclosery

Everhart Financial Group, Inc.: VUG position timeline

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

Everhart Financial Group, Inc. held 2,245,503 VUG 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 2,245,503 shares
    Change vs previous 13F +175,807 shares

    12.47% of the 13F portfolio, value $202,342,286.

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

  2. period ended2026-06-30
    13F 2,069,696 shares
    Change vs previous 13F +1,744,039 shares

    11.41% of the 13F portfolio, value $178,283,647.

    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 325,657 shares
    Change vs previous 13F +41,116 shares

    12.11% of the 13F portfolio, value $142,243,592.

    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 284,541 shares
    Change vs previous 13F +21,967 shares

    12.86% of the 13F portfolio, value $138,816,026.

    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 262,574 shares
    Change vs previous 13F +11,802 shares

    12.62% of the 13F portfolio, value $125,932,877.

    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 250,772 shares
    Change vs previous 13F +36,103 shares

    12.7% of the 13F portfolio, value $109,938,582.

    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 214,669 shares
    Change vs previous 13F +188,510 shares

    10.88% of the 13F portfolio, value $79,603,402.

    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 26,159 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $10,736,791.

    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).