Everhart Financial Group, Inc.

Position in AGNT — AGNT, Inc.

CIK 1852858 Dublin, OH

Position in AGNT

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$282,250

-$91,430 QoQ

Shares Held

52,172

-16.4% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#79

of 238 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $848,289 across 3 Real Estate Services names. AGNT ranks #2 (33.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc.	2,921	$393,429
2	AGNT	AGNT, Inc. This page	52,172	$282,250
3	CWK	Cushman & Wakefield Ltd.	12,891	$172,610

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$282,250	52,172	-16.4%	Shares	Sole	2026-07-09
2026-03-31	$373,680	62,384	+15.7%	Shares	Sole	2026-04-09
2025-12-31	$488,048	53,928	-4.3%	Shares	Sole	2026-01-07
2025-09-30	$600,776	56,358	+20.7%	Shares	Sole	2025-11-04
2025-06-30	$424,815	46,683	-12.5%	Shares	Sole	2025-08-07
2025-03-31	$521,674	53,341	-0.4%	Shares	Sole	2025-04-16
2024-12-31	$616,199	53,536	0.0%	Shares	Sole	2025-01-30
2024-09-30	$754,322	53,536	+8.6%	Shares	Sole	2024-11-04
2024-06-30	$556,136	49,281	+0.0%	Shares	Sole	2024-07-24
2024-03-31	$508,959	49,270	+0.4%	Shares	Sole	2024-05-13
2023-12-31	$761,814	49,086	0.0%	Shares	Sole	2024-01-12
2023-09-30	$797,156	49,086	+10.0%	Shares	Sole	2023-10-25
2023-06-30	$904,771	44,614	—	Shares	Sole	2023-07-13
No filing history on record for this holder in this stock.