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EVERMAY WEALTH MANAGEMENT LLC: META position timeline

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

EVERMAY WEALTH MANAGEMENT LLC held 3,840 META 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 3,840 shares
    Change vs previous 13F -735 shares

    0.22% of the 13F portfolio, value $2,163,034.

    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 4,575 shares
    Change vs previous 13F +21 shares

    0.29% of the 13F portfolio, value $2,617,495.

    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 4,554 shares
    Change vs previous 13F -284 shares

    0.34% of the 13F portfolio, value $3,006,050.

    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 4,838 shares
    Change vs previous 13F -9 shares

    0.41% of the 13F portfolio, value $3,552,931.

    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 4,847 shares
    Change vs previous 13F -7 shares

    0.44% of the 13F portfolio, value $3,577,523.

    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 4,854 shares
    Change vs previous 13F -30 shares

    0.37% of the 13F portfolio, value $2,797,652.

    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 4,884 shares
    Change vs previous 13F -122 shares

    0.43% of the 13F portfolio, value $2,859,631.

    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 5,006 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,865,635.

    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).