Everhart Financial Group, Inc.

Position in V — Visa Inc.

CIK 1852858 Dublin, OH

Position in V

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

Position Value

$4,510,947

-$59,224 QoQ

Shares Held

13,148

-13.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#1,745

of 4,491 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $10,720,878 across 5 Credit Services names. V ranks #1 (42.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	13,148	$4,510,947
2	MA	Mastercard Inc	5,996	$3,079,545
3	AXP	American Express Co	5,208	$1,761,606
4	COF	Capital One Financial Corp	5,402	$1,083,749
5	PYPL	PayPal Holdings, Inc.	6,601	$285,031

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,510,947	13,148	-13.0%	Shares	Sole	2026-07-09
2026-03-31	$4,570,171	15,121	+13.9%	Shares	Sole	2026-04-09
2025-12-31	$4,655,675	13,275	+10.1%	Shares	Sole	2026-01-07
2025-09-30	$4,114,311	12,052	-1.2%	Shares	Sole	2025-11-04
2025-06-30	$4,329,124	12,193	+8.5%	Shares	Sole	2025-08-07
2025-03-31	$3,938,819	11,239	+11.6%	Shares	Sole	2025-04-16
2024-12-31	$3,182,206	10,069	+9.1%	Shares	Sole	2025-01-30
2024-09-30	$2,538,613	9,233	+4.9%	Shares	Sole	2024-11-04
2024-06-30	$2,309,998	8,801	+8.6%	Shares	Sole	2024-07-24
2024-03-31	$2,261,943	8,105	+12.5%	Shares	Sole	2024-05-13
2023-12-31	$1,875,040	7,202	+15.3%	Shares	Sole	2024-01-12
2023-09-30	$1,437,332	6,249	+11.7%	Shares	Sole	2023-10-25
2023-06-30	$1,328,700	5,595	+12.3%	Shares	Sole	2023-07-13
2023-03-31	$1,122,790	4,980	+17.6%	Shares	Sole	2023-04-25
2022-12-31	$879,448	4,233	+84.2%	Shares	Sole	2023-02-09
2022-09-30	$408,239	2,298	-44.1%	Shares	Sole	2022-10-12
2022-06-30	$809,217	4,110	+10.1%	Shares	Sole	2022-07-12
2022-03-31	$827,867	3,733	+34.0%	Shares	Sole	2022-04-18
2021-12-31	$603,754	2,786	+18.2%	Shares	Sole	2022-01-21
2021-09-30	$525,244	2,358	+30.9%	Shares	Sole	2021-10-13
2021-06-30	$421,109	1,801	—	Shares	Sole	2021-07-16
No filing history on record for this holder in this stock.