Everhart Financial Group, Inc.

SEC CIK: 0001852858
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

GL holding history

Globe Life 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.

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

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of GL by Everhart Financial Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−2,605−100.0%	Sold out	Holders
Q1 2024	2,605	$303.1K	0.1%	+329+14.5%	Added	Holders
Q4 2023	2,276	$277.0K	0.1%	+2,276	New	Holders