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EVERMAY WEALTH MANAGEMENT LLC: SPTI position timeline

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

EVERMAY WEALTH MANAGEMENT LLC held 5,078,669 SPTI 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 5,078,669 shares
    Change vs previous 13F +162,697 shares

    14.85% of the 13F portfolio, value $144,183,420.

    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 4,915,972 shares
    Change vs previous 13F +270,295 shares

    15.62% of the 13F portfolio, value $140,891,764.

    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 4,645,677 shares
    Change vs previous 13F +178,073 shares

    15.03% of the 13F portfolio, value $133,981,331.

    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 4,467,604 shares
    Change vs previous 13F +523,486 shares

    14.76% of the 13F portfolio, value $129,113,756.

    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 3,944,118 shares
    Change vs previous 13F +117,956 shares

    13.97% of the 13F portfolio, value $113,472,275.

    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 3,826,162 shares
    Change vs previous 13F +2,717,835 shares

    14.36% of the 13F portfolio, value $109,351,710.

    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 1,108,327 shares
    Change vs previous 13F not available

    4.68% of the 13F portfolio, value $30,900,157.

    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).