Everhart Financial Group, Inc.
Holdings in EXPI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $488,048 | 53,928 | Shares | Sole | 2026-01-07 |
| 2025-09-30 | $600,776 | 56,358 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $424,815 | 46,683 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $521,674 | 53,341 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $616,199 | 53,536 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $754,322 | 53,536 | Shares | Sole | 2024-11-04 |
| 2024-06-30 | $556,136 | 49,281 | Shares | Sole | 2024-07-24 |
| 2024-03-31 | $508,959 | 49,270 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $761,814 | 49,086 | Shares | Sole | 2024-01-12 |
| 2023-09-30 | $797,156 | 49,086 | Shares | Sole | 2023-10-25 |
| 2023-06-30 | $904,771 | 44,614 | Shares | Sole | 2023-07-13 |