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Disclosery

Everhart Financial Group, Inc.: VYM position timeline

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

Everhart Financial Group, Inc. held 1,670 VYM 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 1,670 shares
    Change vs previous 13F -8 shares

    0.02% of the 13F portfolio, value $259,255.

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

  2. period ended2026-06-30
    13F 1,678 shares
    Change vs previous 13F +6 shares

    0.02% of the 13F portfolio, value $265,247.

    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 1,672 shares
    Change vs previous 13F -1 shares

    0.02% of the 13F portfolio, value $247,691.

    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 1,673 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $240,175.

    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 1,673 shares
    Change vs previous 13F +35 shares

    0.02% of the 13F portfolio, value $235,874.

    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 1,638 shares
    Change vs previous 13F -3 shares

    0.03% of the 13F portfolio, value $218,362.

    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 1,641 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $211,623.

    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 1,641 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $209,375.

    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).