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EVERMAY WEALTH MANAGEMENT LLC: DFAI position timeline

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

EVERMAY WEALTH MANAGEMENT LLC held 462,789 DFAI 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 462,789 shares
    Change vs previous 13F +26,600 shares

    1.97% of the 13F portfolio, value $19,090,060.

    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 436,189 shares
    Change vs previous 13F +68,783 shares

    1.88% of the 13F portfolio, value $16,993,924.

    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 367,406 shares
    Change vs previous 13F +41,217 shares

    1.57% of the 13F portfolio, value $14,001,843.

    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 326,189 shares
    Change vs previous 13F +102,564 shares

    1.36% of the 13F portfolio, value $11,856,971.

    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 223,625 shares
    Change vs previous 13F +116,171 shares

    0.95% of the 13F portfolio, value $7,730,717.

    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 107,454 shares
    Change vs previous 13F +13,993 shares

    0.44% of the 13F portfolio, value $3,355,789.

    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 93,461 shares
    Change vs previous 13F +44,633 shares

    0.41% of the 13F portfolio, value $2,729,062.

    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 48,828 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,551,754.

    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).