Everhart Financial Group, Inc.

SEC CIK: 0001852858
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

PG holding history

Procter & Gamble 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.

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

Shares (Q2 2026): 31,401
Value: $4.60M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of PG by Everhart Financial Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	31,401	$4.60M	0.3%	−1,710−5.2%	Reduced	Holders
Q1 2026	33,111	$4.78M	0.4%	+8,445+34.2%	Added	Holders
Q4 2025	24,666	$3.53M	0.3%	−6,603−21.1%	Reduced	Holders
Q3 2025	31,269	$4.80M	0.5%	−1,567−4.8%	Reduced	Holders
Q2 2025	32,836	$5.23M	0.6%	+2,555+8.4%	Added	Holders
Q1 2025	30,281	$5.16M	0.7%	−180−0.6%	Reduced	Holders
Q4 2024	30,461	$5.11M	1.1%	−1,765−5.5%	Reduced	Holders
Q3 2024	32,226	$5.58M	1.2%	+2,837+9.7%	Added	Holders
Q2 2024	29,389	$4.85M	1.3%	+6,598+29.0%	Added	Holders
Q1 2024	22,791	$3.70M	1.1%	+1,508+7.1%	Added	Holders
Q4 2023	21,283	$3.12M	1.1%	+150+0.7%	Added	Holders
Q3 2023	21,133	$3.08M	1.3%	+733+3.6%	Added	Holders
Q2 2023	20,400	$3.10M	1.3%	+99+0.5%	Added	Holders
Q1 2023	20,301	$3.02M	1.4%	+1,281+6.7%	Added	Holders
Q4 2022	19,020	$2.88M	1.4%	−482−2.5%	Reduced	Holders
Q3 2022	19,502	$2.46M	1.4%	+553+2.9%	Added	Holders
Q2 2022	18,949	$2.73M	1.7%	−1,013−5.1%	Reduced	Holders
Q1 2022	19,962	$3.05M	1.8%	+1,725+9.5%	Added	Holders
Q4 2021	18,237	$2.98M	1.8%	+1,132+6.6%	Added	Holders
Q3 2021	17,105	$2.39M	1.6%	+1,926+12.7%	Added	Holders
Q2 2021	15,179	$2.05M	1.4%	+1,896+14.3%	Added	Holders
Q1 2021	13,283	$1.80M	1.6%	–	–	Holders

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