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Square Inc cl a shares owned by Everhart Financial Group

Quarter-by-quarter ownership of Square Inc cl a (XYZ) shares owned by Everhart Financial Group from 13F filings

Historical chart of Everhart Financial Group investment in Square Inc cl a

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All positions including Square Inc cl a held by Everhart Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Square Inc cl a by Everhart Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $282k 4.3k 65.09
2025-09-30 $298k 4.1k 72.27
2025-06-30 $210k 3.1k 67.93
2024-12-31 $409k 4.8k 84.99
2024-09-30 $284k 4.2k 67.13
2024-06-30 $209k 3.2k 64.49
2024-03-31 $238k 2.8k 84.58
2023-03-31 $241k 3.5k 68.65
2022-12-31 $202k 3.2k 62.84