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EVERMAY WEALTH MANAGEMENT LLC: JMSB position timeline

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

EVERMAY WEALTH MANAGEMENT LLC held 351,149 JMSB 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 351,149 shares
    Change vs previous 13F +1,180 shares

    0.79% of the 13F portfolio, value $7,655,049.

    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 349,969 shares
    Change vs previous 13F +1,545 shares

    0.79% of the 13F portfolio, value $7,097,372.

    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 348,424 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $6,964,996.

    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 348,424 shares
    Change vs previous 13F +14,444 shares

    0.79% of the 13F portfolio, value $6,905,764.

    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 333,980 shares
    Change vs previous 13F 0 shares

    0.77% of the 13F portfolio, value $6,277,813.

    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 333,980 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $5,517,350.

    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 333,980 shares
    Change vs previous 13F 0 shares

    1.02% of the 13F portfolio, value $6,706,319.

    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 333,980 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $6,606,125.

    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).