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EVERMAY WEALTH MANAGEMENT LLC: SPTS position timeline

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

EVERMAY WEALTH MANAGEMENT LLC held 3,358,171 SPTS 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 3,358,171 shares
    Change vs previous 13F +257,061 shares

    10.03% of the 13F portfolio, value $97,420,541.

    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 3,101,110 shares
    Change vs previous 13F +379,777 shares

    10.03% of the 13F portfolio, value $90,490,390.

    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 2,721,333 shares
    Change vs previous 13F +149,931 shares

    8.94% of the 13F portfolio, value $79,680,631.

    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 2,571,402 shares
    Change vs previous 13F +257,507 shares

    8.62% of the 13F portfolio, value $75,393,507.

    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 2,313,895 shares
    Change vs previous 13F +143,786 shares

    8.34% of the 13F portfolio, value $67,773,985.

    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 2,170,109 shares
    Change vs previous 13F +1,832,328 shares

    8.33% of the 13F portfolio, value $63,453,988.

    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 337,781 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $9,799,027.

    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).