Back to STT-PG
Everhart Financial Group, Inc. → STT-PG
Everhart Financial Group, Inc. STT-PG Position History
State Street Corporation
Quarters held
45
Latest value
$585K
Q3 2026
Peak value
$64.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $418K |
| Q3 2025 | $374K |
| Q3 2025 | $739K |
| Q3 2025 | $292K |
| Q3 2025 | $643K |
| Q3 2025 | $282K |
| Q3 2025 | $655K |
| Q3 2025 | $457K |
| Q4 2025 | $407K |
| Q4 2025 | $369K |
| Q4 2025 | $734K |
| Q4 2025 | $300K |
| Q4 2025 | $638K |
| Q4 2025 | $282K |
| Q4 2025 | $665K |
| Q4 2025 | $340K |
| Q4 2025 | $460K |
| Q1 2026 | $1.4M |
| Q1 2026 | $4.3M |
| Q1 2026 | $363K |
| Q1 2026 | $1.9M |
| Q1 2026 | $299K |
| Q1 2026 | $670K |
| Q1 2026 | $327K |
| Q1 2026 | $649K |
| Q1 2026 | $218K |
| Q1 2026 | $423K |
| Q1 2026 | $202K |
| Q2 2026 | $64.2M |
| Q2 2026 | $213K |
| Q2 2026 | $960K |
| Q2 2026 | $322K |
| Q2 2026 | $690K |
| Q2 2026 | $382K |
| Q2 2026 | $592K |
| Q2 2026 | $256K |
| Q2 2026 | $533K |
| Q3 2026 | $60.8M |
| Q3 2026 | $885K |
| Q3 2026 | $324K |
| Q3 2026 | $664K |
| Q3 2026 | $356K |
| Q3 2026 | $551K |
| Q3 2026 | $220K |
| Q3 2026 | $585K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $585K | 3.0K | — | — |
| Q3 2026 | $220K | 2.5K | — | — |
| Q3 2026 | $551K | 6.2K | — | — |
| Q3 2026 | $356K | 3.4K | — | — |
| Q3 2026 | $664K | 4.5K | — | — |
| Q3 2026 | $324K | 5.3K | — | — |
| Q3 2026 | $885K | 8.7K | — | — |
| Q3 2026 | $60.8M | 568.0K | — | — |
| Q2 2026 | $533K | 2.8K | — | — |
| Q2 2026 | $256K | 2.9K | — | — |
| Q2 2026 | $592K | 6.2K | — | — |
| Q2 2026 | $382K | 3.4K | — | — |
| Q2 2026 | $690K | 4.5K | — | — |
| Q2 2026 | $322K | 5.3K | — | — |
| Q2 2026 | $960K | 8.8K | — | — |
| Q2 2026 | $213K | 8.4K | — | — |
| Q2 2026 | $64.2M | 538.8K | — | — |
| Q1 2026 | $202K | 4.4K | — | — |
| Q1 2026 | $423K | 3.2K | — | — |
| Q1 2026 | $218K | 2.8K | — | — |
| Q1 2026 | $649K | 7.6K | — | — |
| Q1 2026 | $327K | 3.4K | — | — |
| Q1 2026 | $670K | 4.6K | — | — |
| Q1 2026 | $299K | 5.3K | — | — |
| Q1 2026 | $1.9M | 19.8K | — | — |
| Q1 2026 | $363K | 14.6K | — | — |
| Q1 2026 | $4.3M | 44.9K | — | — |
| Q1 2026 | $1.4M | 38.1K | — | — |
| Q4 2025 | $460K | 3.2K | — | — |
| Q4 2025 | $340K | 7.6K | — | — |
| Q4 2025 | $665K | 7.9K | — | — |
| Q4 2025 | $282K | 3.0K | — | — |
| Q4 2025 | $638K | 4.6K | — | — |
| Q4 2025 | $300K | 5.3K | — | — |
| Q4 2025 | $734K | 8.1K | — | — |
| Q4 2025 | $369K | 14.8K | — | — |
| Q4 2025 | $407K | 4.3K | — | — |
| Q3 2025 | $457K | 1.6K | — | — |
| Q3 2025 | $655K | 7.9K | — | — |
| Q3 2025 | $282K | 3.1K | — | — |
| Q3 2025 | $643K | 4.6K | — | — |
| Q3 2025 | $292K | 5.3K | — | — |
| Q3 2025 | $739K | 8.3K | — | — |
| Q3 2025 | $374K | 15.0K | — | — |
| Q3 2025 | $418K | 4.4K | — | — |