Everhart Financial Group, Inc.
Position in AEIS — Advanced Energy Industries Inc
CIK 1852858
Dublin, OH
Position in AEIS
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$207,502
New position
Shares Held
643
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Everhart Financial Group, Inc. holds $5,778,561 across 4 Electrical Equipment & Parts names.
All Filings in AEIS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,502 | 643 | Shares | Sole | 2026-04-09 | |
| No filing history on record for this holder in this stock. | ||||||