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Disclosery

Everhart Financial Group, Inc.: WELL position timeline

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

Everhart Financial Group, Inc. held 10,657 WELL 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 10,657 shares
    Change vs previous 13F +519 shares

    0.15% of the 13F portfolio, value $2,453,668.

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

  2. period ended2026-06-30
    13F 10,138 shares
    Change vs previous 13F -258 shares

    0.15% of the 13F portfolio, value $2,301,022.

    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 10,396 shares
    Change vs previous 13F +1,458 shares

    0.18% of the 13F portfolio, value $2,055,393.

    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 8,938 shares
    Change vs previous 13F +369 shares

    0.15% of the 13F portfolio, value $1,658,982.

    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 8,569 shares
    Change vs previous 13F +1,230 shares

    0.15% of the 13F portfolio, value $1,526,482.

    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 7,339 shares
    Change vs previous 13F +865 shares

    0.13% of the 13F portfolio, value $1,128,224.

    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 6,474 shares
    Change vs previous 13F +405 shares

    0.14% of the 13F portfolio, value $991,882.

    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 6,069 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $764,876.

    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).