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EVERMAY WEALTH MANAGEMENT LLC: SPMD position timeline

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

EVERMAY WEALTH MANAGEMENT LLC held 370,105 SPMD 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 370,105 shares
    Change vs previous 13F +38,911 shares

    2.58% of the 13F portfolio, value $25,004,272.

    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 331,194 shares
    Change vs previous 13F +24,256 shares

    2.17% of the 13F portfolio, value $19,613,280.

    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 306,938 shares
    Change vs previous 13F +19,553 shares

    1.99% of the 13F portfolio, value $17,774,801.

    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 287,385 shares
    Change vs previous 13F +18,153 shares

    1.88% of the 13F portfolio, value $16,435,562.

    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 269,232 shares
    Change vs previous 13F +30,596 shares

    1.8% of the 13F portfolio, value $14,640,837.

    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 238,636 shares
    Change vs previous 13F +30,894 shares

    1.6% of the 13F portfolio, value $12,213,391.

    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 207,742 shares
    Change vs previous 13F +66,494 shares

    1.72% of the 13F portfolio, value $11,361,410.

    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 141,248 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $7,723,441.

    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).