Everhart Financial Group, Inc.

SEC CIK: 0001852858
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

META holding history

Meta Platforms, 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.

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

Shares (Q2 2026): 19,171
Value: $10.8M
% of portfolio: 0.7%
Quarters held: 22; Since Q1 2021

Holdings of META by Everhart Financial Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	19,171	$10.8M	0.7%	−313−1.6%	Reduced	Holders
Q1 2026	19,484	$11.1M	0.9%	+510+2.7%	Added	Holders
Q4 2025	18,974	$12.5M	1.2%	+198+1.1%	Added	Holders
Q3 2025	18,776	$13.8M	1.4%	+914+5.1%	Added	Holders
Q2 2025	17,862	$13.2M	1.5%	+276+1.6%	Added	Holders
Q1 2025	17,586	$10.1M	1.4%	+586+3.4%	Added	Holders
Q4 2024	17,000	$9.95M	2.0%	+4,124+32.0%	Added	Holders
Q3 2024	12,876	$7.37M	1.6%	+1,507+13.3%	Added	Holders
Q2 2024	11,369	$5.73M	1.5%	+1,151+11.3%	Added	Holders
Q1 2024	10,218	$4.96M	1.4%	+878+9.4%	Added	Holders
Q4 2023	9,340	$3.31M	1.2%	+609+7.0%	Added	Holders
Q3 2023	8,731	$2.46M	1.0%	+533+6.5%	Added	Holders
Q2 2023	8,198	$2.20M	0.9%	+377+4.8%	Added	Holders
Q1 2023	7,821	$1.66M	0.7%	+2,863+57.7%	Added	Holders
Q4 2022	4,958	$596.6K	0.3%	+800+19.2%	Added	Holders
Q3 2022	4,158	$564.0K	0.3%	+1,827+78.4%	Added	Holders
Q2 2022	2,331	$376.0K	0.2%	−709−23.3%	Reduced	Holders
Q1 2022	3,040	$676.0K	0.4%	−263−8.0%	Reduced	Holders
Q4 2021	3,303	$1.11M	0.7%	−52−1.5%	Reduced	Holders
Q3 2021	3,355	$1.14M	0.8%	+415+14.1%	Added	Holders
Q2 2021	2,940	$1.02M	0.7%	+1,851+170.0%	Added	Holders
Q1 2021	1,089	$321.0K	0.3%	–	–	Holders

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