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Disclosery

Everhart Financial Group, Inc.: WFC position timeline

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

Everhart Financial Group, Inc. held 23,996 WFC 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 23,996 shares
    Change vs previous 13F +816 shares

    0.12% of the 13F portfolio, value $1,920,880.

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

  2. period ended2026-06-30
    13F 23,180 shares
    Change vs previous 13F -2,022 shares

    0.12% of the 13F portfolio, value $1,915,595.

    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 25,202 shares
    Change vs previous 13F +322 shares

    0.17% of the 13F portfolio, value $2,006,331.

    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 24,880 shares
    Change vs previous 13F +2,815 shares

    0.21% of the 13F portfolio, value $2,318,816.

    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 22,065 shares
    Change vs previous 13F +1,014 shares

    0.19% of the 13F portfolio, value $1,849,488.

    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 21,051 shares
    Change vs previous 13F +1,561 shares

    0.19% of the 13F portfolio, value $1,686,606.

    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 19,490 shares
    Change vs previous 13F +926 shares

    0.19% of the 13F portfolio, value $1,399,187.

    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 18,564 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,303,936.

    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).