Everhart Financial Group, Inc.

SEC CIK: 0001852858
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

EXPO holding history

Exponent Inc 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.

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

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2024

Holdings of EXPO by Everhart Financial Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−2,529−100.0%	Sold out	Holders
Q1 2025	2,529	$205.0K	<0.1%	+2,529	New	Holders
Q4 2024	0	$0	0.0%	−2,243−100.0%	Sold out	Holders
Q3 2024	2,243	$258.6K	0.1%	+2,243	New	Holders