Everhart Financial Group, Inc.

Position in NDAQ — Nasdaq, Inc.

CIK 1852858 Dublin, OH

Position in NDAQ

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

Position Value

$699,606

-$130,703 QoQ

Shares Held

8,876

-9.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#571

of 1,081 holders

Holding Since

Jun 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $3,713,977 across 6 Financial Data & Stock Exchanges names. NDAQ ranks #3 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBOE	Cboe Global Markets, Inc.	3,418	$829,446
2	SPGI	S&P Global Inc.	2,059	$750,560
3	NDAQ	Nasdaq, Inc. This page	8,876	$699,606
4	CME	Cme Group Inc.	2,835	$626,053
5	MCO	Moodys Corp /De/	1,143	$517,687
6	COIN	Coinbase Global, Inc.	1,988	$290,625

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$699,606	8,876	-9.3%	Shares	Sole	2026-07-09
2026-03-31	$830,309	9,781	-31.8%	Shares	Sole	2026-04-09
2025-12-31	$1,393,329	14,345	+67.7%	Shares	Sole	2026-01-07
2025-09-30	$756,778	8,556	+14.4%	Shares	Sole	2025-11-04
2025-06-30	$668,951	7,481	+10.3%	Shares	Sole	2025-08-07
2025-03-31	$514,330	6,780	+8.1%	Shares	Sole	2025-04-16
2024-12-31	$484,965	6,273	+3.9%	Shares	Sole	2025-01-30
2024-09-30	$440,907	6,039	+22.0%	Shares	Sole	2024-11-04
2024-06-30	$298,287	4,950	+38.7%	Shares	Sole	2024-07-24
2024-03-31	$225,267	3,570	-12.9%	Shares	Sole	2024-05-13
2023-06-30	$204,385	4,100	+0.0%	Shares	Sole	2023-07-13
2023-03-31	$224,037	4,098	-16.9%	Shares	Sole	2023-04-25
2022-12-31	$302,639	4,933	+2.2%	Shares	Sole	2023-02-09
2022-09-30	$273,707	4,829	+156.5%	Shares	Sole	2022-10-12
2022-06-30	$287,233	1,883	—	Shares	Sole	2022-07-12
No filing history on record for this holder in this stock.