Skip to content
Disclosery

Everhart Financial Group, Inc.: WBD position timeline

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

Everhart Financial Group, Inc. held 51,863 WBD 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 51,863 shares
    Change vs previous 13F +407 shares

    0.1% of the 13F portfolio, value $1,605,160.

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

  2. period ended2026-06-30
    13F 51,456 shares
    Change vs previous 13F -7,525 shares

    0.09% of the 13F portfolio, value $1,371,817.

    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 58,981 shares
    Change vs previous 13F -728 shares

    0.14% of the 13F portfolio, value $1,619,618.

    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 59,709 shares
    Change vs previous 13F +12,005 shares

    0.16% of the 13F portfolio, value $1,720,813.

    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 47,704 shares
    Change vs previous 13F +7,948 shares

    0.09% of the 13F portfolio, value $931,659.

    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 39,756 shares
    Change vs previous 13F +4,494 shares

    0.05% of the 13F portfolio, value $455,604.

    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 35,262 shares
    Change vs previous 13F +3,884 shares

    0.05% of the 13F portfolio, value $378,361.

    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 31,378 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $331,665.

    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).