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EVERMAY WEALTH MANAGEMENT LLC: SOLS position timeline

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

EVERMAY WEALTH MANAGEMENT LLC held 130 SOLS 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 130 shares
    Change vs previous 13F -23 shares

    <0.01% of the 13F portfolio, value $11,518.

    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 153 shares
    Change vs previous 13F -46 shares

    <0.01% of the 13F portfolio, value $11,653.

    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 199 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,668.

    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).