Everhart Financial Group, Inc.

SEC CIK: 0001852858
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

CSX holding history

CSX Corp 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.

CSX overview All 13F holders of CSX Full Q2 2026 holdings

Shares (Q2 2026): 39,812
Value: $1.89M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of CSX by Everhart Financial Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	39,812	$1.89M	0.1%	+653+1.7%	Added	Holders
Q1 2026	39,159	$1.61M	0.1%	+3,984+11.3%	Added	Holders
Q4 2025	35,175	$1.28M	0.1%	+2,039+6.2%	Added	Holders
Q3 2025	33,136	$1.18M	0.1%	+3,304+11.1%	Added	Holders
Q2 2025	29,832	$973.4K	0.1%	−3,480−10.4%	Reduced	Holders
Q1 2025	33,312	$980.4K	0.1%	+1,537+4.8%	Added	Holders
Q4 2024	31,775	$1.03M	0.2%	−1,534−4.6%	Reduced	Holders
Q3 2024	33,309	$1.15M	0.3%	+1,387+4.3%	Added	Holders
Q2 2024	31,922	$1.07M	0.3%	+1,928+6.4%	Added	Holders
Q1 2024	29,994	$1.11M	0.3%	+1,972+7.0%	Added	Holders
Q4 2023	28,022	$971.5K	0.3%	−99−0.4%	Reduced	Holders
Q3 2023	28,121	$864.7K	0.4%	+1,666+6.3%	Added	Holders
Q2 2023	26,455	$902.1K	0.4%	+928+3.6%	Added	Holders
Q1 2023	25,527	$764.3K	0.3%	−348−1.3%	Reduced	Holders
Q4 2022	25,875	$801.6K	0.4%	−1,998−7.2%	Reduced	Holders
Q3 2022	27,873	$743.0K	0.4%	+5,467+24.4%	Added	Holders
Q2 2022	22,406	$651.0K	0.4%	−1,345−5.7%	Reduced	Holders
Q1 2022	23,751	$889.0K	0.5%	+2,226+10.3%	Added	Holders
Q4 2021	21,525	$809.0K	0.5%	+1,071+5.2%	Added	Holders
Q3 2021	20,454	$608.0K	0.4%	+72+0.4%	Added	Holders
Q2 2021	20,382	$654.0K	0.5%	−183−0.9%	ReducedConverted for a 3-for-1 split	Holders
Q1 2021	6,855	$661.0K	0.6%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.