SEC 13F Intelligence

Everhart Financial Group, Inc. / META

Everhart Financial Group, Inc.’s Meta Platforms Inc Position

Does Everhart Financial Group, Inc. own Meta Platforms Inc (META)? Yes19.2K shares worth $11M (+0.69% of its 13F portfolio) as of Q2 2026, down from 19.5K shares the prior filed quarter.

Position Value
$11M
Q2 2026
Shares
19.2K
% of Portfolio
+0.69%
Quarters Held
22
currently held

Position History META

Reported value by quarter
Q1 ’21: $321,000Q1 ’21Q2 ’21: $1MQ3 ’21: $1MQ4 ’21: $1MQ4 ’21Q1 ’22: $676,000Q2 ’22: $376,000Q3 ’22: $564,000Q3 ’22Q4 ’22: $596,646Q1 ’23: $2MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $3MQ1 ’24: $5MQ1 ’24Q2 ’24: $6MQ3 ’24: $7MQ4 ’24: $10MQ4 ’24Q1 ’25: $10MQ2 ’25: $13MQ3 ’25: $14MQ3 ’25Q4 ’25: $13MQ1 ’26: $11MQ2 ’26: $11MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202619.2K$11M+0.69%
Q1 202619.5K$11M+0.95%
Q4 202519.0K$13M+1.16%
Q3 202518.8K$14M+1.38%
Q2 202517.9K$13M+1.52%
Q1 202517.6K$10M+1.39%
Q4 202417.0K$10M+2.05%
Q3 202412.9K$7M+1.63%
Q2 202411.4K$6M+1.49%
Q1 202410.2K$5M+1.44%
Q4 20239.3K$3M+1.17%
Q3 20238.7K$2M+1.04%
Q2 20238.2K$2M+0.91%
Q1 20237.8K$2M+0.74%
Q4 20225.0K$596,646+0.30%
Q3 20224.2K$564,000+0.31%
Q2 20222.3K$376,000+0.23%
Q1 20223.0K$676,000+0.39%
Q4 20213.3K$1M+0.67%
Q3 20213.4K$1M+0.78%
Q2 20212.9K$1M+0.70%
Q1 20211.1K$321,000+0.28%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Everhart Financial Group, Inc.’s full portfolio or all institutional holders of META.