Everhart Financial Group, Inc.: WAL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Everhart Financial Group, Inc. on WAL, newest first. How the timeline and the estimate are built.
Everhart Financial Group, Inc. held 0 WAL shares at 2026-03-31 per its 13F-HR filed 2026-04-09.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -2,764 shares
13F-HR 0002085853-26-000316 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 2,764 sharesChange vs previous 13F -10 shares
0.02% of the 13F portfolio, value $232,335.
13F-HR 0002085853-26-000007 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,774 sharesChange vs previous 13F +2,774 shares
0.02% of the 13F portfolio, value $240,552.
13F-HR 0002085853-25-000218 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -2,769 shares
13F-HR 0001667731-25-000433 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 2,769 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $231,291.
13F-HR 0001667731-25-000184 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).