Skip to content
Disclosery

Everhart Financial Group, Inc.: WDC position timeline

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

Everhart Financial Group, Inc. held 11,089 WDC 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 11,089 shares
    Change vs previous 13F -40 shares

    0.31% of the 13F portfolio, value $5,039,433.

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

  2. period ended2026-06-30
    13F 11,129 shares
    Change vs previous 13F -1,359 shares

    0.45% of the 13F portfolio, value $7,108,571.

    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 12,488 shares
    Change vs previous 13F -80 shares

    0.29% of the 13F portfolio, value $3,377,922.

    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 12,568 shares
    Change vs previous 13F +3,277 shares

    0.2% of the 13F portfolio, value $2,165,036.

    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 9,291 shares
    Change vs previous 13F +2,167 shares

    0.11% of the 13F portfolio, value $1,115,518.

    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 7,124 shares
    Change vs previous 13F -649 shares

    0.05% of the 13F portfolio, value $455,865.

    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 7,773 shares
    Change vs previous 13F -916 shares

    0.04% of the 13F portfolio, value $314,262.

    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 8,689 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $518,125.

    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).