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Disclosery

Everhart Financial Group, Inc.: WMT position timeline

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

Everhart Financial Group, Inc. held 40,776 WMT 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 40,776 shares
    Change vs previous 13F -4,313 shares

    0.26% of the 13F portfolio, value $4,237,480.

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

  2. period ended2026-06-30
    13F 45,089 shares
    Change vs previous 13F -2,634 shares

    0.33% of the 13F portfolio, value $5,106,786.

    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 47,723 shares
    Change vs previous 13F +5,619 shares

    0.51% of the 13F portfolio, value $5,931,014.

    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 42,104 shares
    Change vs previous 13F +4,102 shares

    0.43% of the 13F portfolio, value $4,690,807.

    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 38,002 shares
    Change vs previous 13F +1,726 shares

    0.39% of the 13F portfolio, value $3,916,475.

    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 36,276 shares
    Change vs previous 13F +3,847 shares

    0.41% of the 13F portfolio, value $3,547,067.

    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 32,429 shares
    Change vs previous 13F +855 shares

    0.39% of the 13F portfolio, value $2,846,942.

    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 31,574 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,852,711.

    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).