EVERMAY WEALTH MANAGEMENT LLC: BA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EVERMAY WEALTH MANAGEMENT LLC on BA, newest first. How the timeline and the estimate are built.
EVERMAY WEALTH MANAGEMENT LLC held 1,103 BA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 1,103 sharesChange vs previous 13F +28 shares
0.02% of the 13F portfolio, value $238,767.
13F-HR 0001066816-26-000005 filed by EVERMAY WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,075 sharesChange vs previous 13F +98 shares
0.02% of the 13F portfolio, value $213,958.
13F-HR 0001066816-26-000003 filed by EVERMAY WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 977 sharesChange vs previous 13F +4 shares
0.02% of the 13F portfolio, value $212,127.
13F-HR 0001066816-26-000001 filed by EVERMAY WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 973 sharesChange vs previous 13F -18 shares
0.02% of the 13F portfolio, value $210,011.
13F-HR 0001066816-25-000009 filed by EVERMAY WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 991 sharesChange vs previous 13F +190 shares
0.03% of the 13F portfolio, value $207,652.
13F-HR 0001066816-25-000008 filed by EVERMAY WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 801 sharesChange vs previous 13F +578 shares
0.02% of the 13F portfolio, value $136,617.
13F-HR 0001066816-25-000003 filed by EVERMAY WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 223 sharesChange vs previous 13F -168 shares
0.01% of the 13F portfolio, value $39,478.
13F-HR 0001066816-25-000001 filed by EVERMAY WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 391 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $59,448.
13F-HR 0001066816-24-000006 filed by EVERMAY WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).