Number of Shares
341
Previous 331 3.02%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025

BUY
N/A
10 Added 3.02%
341 $0
Q1 2025

May 07, 2025

SELL
N/A
-38 Reduced 10.3%
331 $0
Q4 2024

Jan 23, 2025

BUY
N/A
369 New
369 $0
Track This Portfolio

Track Evermay Wealth Management LLC Portfolio

Follow Evermay Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evermay Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evermay Wealth Management LLC with notifications on news.