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Livermore
Livermore
ZHEN

Everhart Financial Group, Inc.

SEC CIK
0001852858
Latest filing
Jul 8, 2026

T holding history

AT&T 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.

T overviewAll 13F holders of TFull Q2 2026 holdings

Shares (Q2 2026)
62,601
Value
$1.30M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of T by Everhart Financial Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202662,601$1.30M0.1%−7,665−10.9%ReducedHolders
Q1 202670,266$2.04M0.2%+15,079+27.3%AddedHolders
Q4 202555,187$1.37M0.1%−7,320−11.7%ReducedHolders
Q3 202562,507$1.77M0.2%+3,412+5.8%AddedHolders
Q2 202559,095$1.71M0.2%+5,159+9.6%AddedHolders
Q1 202553,936$1.53M0.2%+4,072+8.2%AddedHolders
Q4 202449,864$1.14M0.2%+2,551+5.4%AddedHolders
Q3 202447,313$1.04M0.2%+5,670+13.6%AddedHolders
Q2 202441,643$795.8K0.2%+4,102+10.9%AddedHolders
Q1 202437,541$660.7K0.2%+2,962+8.6%AddedHolders
Q4 202334,579$580.2K0.2%+19,490+129.2%AddedHolders
Q3 202315,089$226.6K0.1%−8,613−36.3%ReducedHolders
Q2 202323,702$378.0K0.2%+9,370+65.4%AddedHolders
Q1 202314,332$275.9K0.1%+14,332NewHolders
Q4 20220$00.0%−10,508−100.0%Sold outHolders
Q3 202210,508$161.0K0.1%−17,880−63.0%ReducedHolders
Q2 202228,388$596.0K0.4%+7,093+33.3%AddedHolders
Q1 202221,295$503.0K0.3%+10,892+104.7%AddedHolders
Q4 202110,403$256.0K0.2%−2,606−20.0%ReducedHolders
Q3 202113,009$352.0K0.2%−1,178−8.3%ReducedHolders
Q2 202114,187$409.0K0.3%+6,124+76.0%AddedHolders
Q1 20218,063$244.0K0.2%––Holders

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