Everhart Financial Group, Inc.
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1852858
Dublin, OH
Position in CWI
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$1,394,079
New position
Shares Held
38,100
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.24%
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%
All Filings in CWI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,394,079 | 38,100 | Shares | Sole | 2026-04-09 | |
| No filing history on record for this holder in this stock. | ||||||