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EVERMAY WEALTH MANAGEMENT LLC: PEP position timeline

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

EVERMAY WEALTH MANAGEMENT LLC held 7,404 PEP 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 7,404 shares
    Change vs previous 13F -245 shares

    0.1% of the 13F portfolio, value $1,002,502.

    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 7,649 shares
    Change vs previous 13F -764 shares

    0.13% of the 13F portfolio, value $1,187,814.

    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 8,413 shares
    Change vs previous 13F -1,217 shares

    0.14% of the 13F portfolio, value $1,217,663.

    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 9,630 shares
    Change vs previous 13F -476 shares

    0.15% of the 13F portfolio, value $1,352,438.

    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 10,106 shares
    Change vs previous 13F -24 shares

    0.16% of the 13F portfolio, value $1,334,397.

    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 10,130 shares
    Change vs previous 13F -70 shares

    0.2% of the 13F portfolio, value $1,518,893.

    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 10,200 shares
    Change vs previous 13F -993 shares

    0.24% of the 13F portfolio, value $1,562,846.

    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 11,193 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,903,370.

    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).