Everhart Financial Group, Inc.

Position in CNO — CNO Financial Group, Inc.

CIK 1852858 Dublin, OH

Position in CNO

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

Position Value

$1,111,720

+$149,520 QoQ

Shares Held

21,807

-6.9% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#159

of 381 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $2,889,981 across 5 Insurance - Life names. CNO ranks #1 (38.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNO	CNO Financial Group, Inc. This page	21,807	$1,111,720
2	PRI	Primerica, Inc.	2,296	$652,523
3	PRU	Prudential Financial Inc	5,355	$577,965
4	AFL	Aflac Inc	2,679	$314,112
5	MFC	Manulife Financial Corp	5,768	$233,661

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,111,720	21,807	-6.9%	Shares	Sole	2026-07-09
2026-03-31	$962,200	23,434	+2.7%	Shares	Sole	2026-04-09
2025-12-31	$969,462	22,827	+8.2%	Shares	Sole	2026-01-07
2025-09-30	$834,188	21,092	+5.1%	Shares	Sole	2025-11-04
2025-06-30	$773,914	20,060	+4.4%	Shares	Sole	2025-08-07
2025-03-31	$800,013	19,208	+7.5%	Shares	Sole	2025-04-16
2024-12-31	$664,868	17,868	+1.3%	Shares	Sole	2025-01-30
2024-09-30	$618,988	17,635	+13.9%	Shares	Sole	2024-11-04
2024-06-30	$429,133	15,481	+9.5%	Shares	Sole	2024-07-24
2024-03-31	$388,677	14,144	+19.1%	Shares	Sole	2024-05-13
2023-12-31	$331,284	11,874	+8.8%	Shares	Sole	2024-01-12
2023-09-30	$258,918	10,911	+12.6%	Shares	Sole	2023-10-25
2023-06-30	$229,267	9,686	—	Shares	Sole	2023-07-13
No filing history on record for this holder in this stock.