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EVERMAY WEALTH MANAGEMENT LLC: IEMG position timeline

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

EVERMAY WEALTH MANAGEMENT LLC held 217,119 IEMG 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 217,119 shares
    Change vs previous 13F +10,523 shares

    1.85% of the 13F portfolio, value $17,986,114.

    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 206,596 shares
    Change vs previous 13F +9,706 shares

    1.6% of the 13F portfolio, value $14,410,071.

    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 196,890 shares
    Change vs previous 13F +45,967 shares

    1.49% of the 13F portfolio, value $13,234,946.

    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 150,923 shares
    Change vs previous 13F +136,578 shares

    1.14% of the 13F portfolio, value $9,948,845.

    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 14,345 shares
    Change vs previous 13F -6,894 shares

    0.11% of the 13F portfolio, value $861,131.

    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 21,239 shares
    Change vs previous 13F -16 shares

    0.15% of the 13F portfolio, value $1,146,269.

    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 21,255 shares
    Change vs previous 13F +1,055 shares

    0.17% of the 13F portfolio, value $1,109,937.

    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 20,200 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,159,682.

    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).