Everhart Financial Group, Inc.

Position in GS — Goldman Sachs Group Inc

CIK 1852858 Dublin, OH

Position in GS

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

Position Value

$3,610,590

+$452,510 QoQ

Shares Held

3,570

-4.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#247

of 1,026 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $8,204,499 across 6 Capital Markets names. GS ranks #1 (44.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	3,570	$3,610,590
2	MS	Morgan Stanley	11,479	$2,399,570
3	SCHW	Schwab Charles Corp	13,894	$1,281,999
4	HOOD	Robinhood Markets, Inc.	4,721	$473,421
5	IBKR	Interactive Brokers Group, Inc.	4,976	$433,111
6	DEFT	Defi Technologies, Inc.	11,300	$5,808

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,610,590	3,570	-4.4%	Shares	Sole	2026-07-09
2026-03-31	$3,158,080	3,733	+25.5%	Shares	Sole	2026-04-09
2025-12-31	$2,614,146	2,974	+4.7%	Shares	Sole	2026-01-07
2025-09-30	$2,261,634	2,840	+7.2%	Shares	Sole	2025-11-04
2025-06-30	$1,875,537	2,650	+7.2%	Shares	Sole	2025-08-07
2025-03-31	$1,350,428	2,472	+5.8%	Shares	Sole	2025-04-16
2024-12-31	$1,338,212	2,337	+8.1%	Shares	Sole	2025-01-30
2024-09-30	$1,069,932	2,161	+53.0%	Shares	Sole	2024-11-04
2024-06-30	$638,675	1,412	-45.2%	Shares	Sole	2024-07-24
2024-03-31	$1,075,551	2,575	+145.0%	Shares	Sole	2024-05-13
2023-12-31	$405,444	1,051	+28.6%	Shares	Sole	2024-01-12
2023-09-30	$264,356	817	-7.2%	Shares	Sole	2023-10-25
2023-06-30	$283,835	880	+26.8%	Shares	Sole	2023-07-13
2023-03-31	$227,014	694	-3.6%	Shares	Sole	2023-04-25
2022-12-31	$247,233	720	-27.3%	Shares	Sole	2023-02-09
2022-09-30	$290,119	990	+25.2%	Shares	Sole	2022-10-12
2022-06-30	$234,942	791	—	Shares	Sole	2022-07-12
No filing history on record for this holder in this stock.