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Livermore
Livermore
ZHEN

Everhart Financial Group, Inc.

SEC CIK
0001852858
Latest filing
Jul 8, 2026

AXP holding history

American Express Co in every 13F filed by Everhart Financial Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overviewAll 13F holders of AXPFull Q2 2026 holdings

Shares (Q2 2026)
5,208
Value
$1.76M
% of portfolio
0.1%
Quarters held
18
Since Q1 2022
Holdings of AXP by Everhart Financial Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,208$1.76M0.1%+189+3.8%AddedHolders
Q1 20265,019$1.52M0.1%−1,533−23.4%ReducedHolders
Q4 20256,552$2.42M0.2%+1,606+32.5%AddedHolders
Q3 20254,946$1.64M0.2%+692+16.3%AddedHolders
Q2 20254,254$1.36M0.2%+267+6.7%AddedHolders
Q1 20253,987$1.07M0.1%−406−9.2%ReducedHolders
Q4 20244,393$1.30M0.3%+966+28.2%AddedHolders
Q3 20243,427$929.4K0.2%+507+17.4%AddedHolders
Q2 20242,920$676.1K0.2%+546+23.0%AddedHolders
Q1 20242,374$540.5K0.2%+472+24.8%AddedHolders
Q4 20231,902$356.3K0.1%−515−21.3%ReducedHolders
Q3 20232,417$360.6K0.2%+256+11.8%AddedHolders
Q2 20232,161$376.4K0.2%+44+2.1%AddedHolders
Q1 20232,117$349.2K0.2%+523+32.8%AddedHolders
Q4 20221,594$235.5K0.1%−736−31.6%ReducedHolders
Q3 20222,330$314.0K0.2%+635+37.5%AddedHolders
Q2 20221,695$235.0K0.1%+251+17.4%AddedHolders
Q1 20221,444$270.0K0.2%+1,444NewHolders