Skip to content
Disclosery

EVERMAY WEALTH MANAGEMENT LLC: IWM position timeline

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

EVERMAY WEALTH MANAGEMENT LLC held 14,010 IWM 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 14,010 shares
    Change vs previous 13F -246 shares

    0.43% of the 13F portfolio, value $4,209,340.

    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 14,256 shares
    Change vs previous 13F -317 shares

    0.39% of the 13F portfolio, value $3,535,518.

    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 14,573 shares
    Change vs previous 13F -516 shares

    0.4% of the 13F portfolio, value $3,587,295.

    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 15,089 shares
    Change vs previous 13F -186 shares

    0.42% of the 13F portfolio, value $3,650,940.

    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 15,275 shares
    Change vs previous 13F -1,100 shares

    0.41% of the 13F portfolio, value $3,296,197.

    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 16,375 shares
    Change vs previous 13F -244 shares

    0.43% of the 13F portfolio, value $3,266,653.

    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 16,619 shares
    Change vs previous 13F -1,609 shares

    0.56% of the 13F portfolio, value $3,672,135.

    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 18,228 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $4,026,467.

    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).