Skip to content
Disclosery

EVERMAY WEALTH MANAGEMENT LLC: AUB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EVERMAY WEALTH MANAGEMENT LLC on AUB, newest first. How the timeline and the estimate are built.

EVERMAY WEALTH MANAGEMENT LLC held 24,768 AUB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,768 shares
    Change vs previous 13F -265 shares

    0.11% of the 13F portfolio, value $1,047,935.

    13F-HR 0001066816-26-000005 filed by EVERMAY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,033 shares
    Change vs previous 13F +1,800 shares

    0.1% of the 13F portfolio, value $894,680.

    13F-HR 0001066816-26-000003 filed by EVERMAY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 23,233 shares
    Change vs previous 13F +9,632 shares

    0.09% of the 13F portfolio, value $820,125.

    13F-HR 0001066816-26-000001 filed by EVERMAY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,601 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $479,980.

    13F-HR 0001066816-25-000009 filed by EVERMAY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,601 shares
    Change vs previous 13F +10,505 shares

    0.05% of the 13F portfolio, value $425,440.

    13F-HR 0001066816-25-000008 filed by EVERMAY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,096 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $96,410.

    13F-HR 0001066816-25-000003 filed by EVERMAY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,096 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $117,277.

    13F-HR 0001066816-25-000001 filed by EVERMAY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,096 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $116,627.

    13F-HR 0001066816-24-000006 filed by EVERMAY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).