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Disclosery

Everhart Financial Group, Inc.: VWO position timeline

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

Everhart Financial Group, Inc. held 201,314 VWO 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 201,314 shares
    Change vs previous 13F -8,844 shares

    0.74% of the 13F portfolio, value $11,939,950.

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

  2. period ended2026-06-30
    13F 210,158 shares
    Change vs previous 13F -8,570 shares

    0.8% of the 13F portfolio, value $12,544,307.

    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 218,728 shares
    Change vs previous 13F -12,773 shares

    1.01% of the 13F portfolio, value $11,822,229.

    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 231,501 shares
    Change vs previous 13F -21,992 shares

    1.15% of the 13F portfolio, value $12,445,494.

    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 253,493 shares
    Change vs previous 13F -21,855 shares

    1.38% of the 13F portfolio, value $13,734,259.

    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 275,348 shares
    Change vs previous 13F -25,713 shares

    1.57% of the 13F portfolio, value $13,618,719.

    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 301,061 shares
    Change vs previous 13F +202,831 shares

    1.86% of the 13F portfolio, value $13,626,033.

    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 98,230 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $4,326,058.

    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).