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EVERMAY WEALTH MANAGEMENT LLC: SPYM position timeline

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

EVERMAY WEALTH MANAGEMENT LLC held 327,357 SPYM 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 327,357 shares
    Change vs previous 13F +43,911 shares

    2.96% of the 13F portfolio, value $28,768,134.

    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 283,446 shares
    Change vs previous 13F +35,169 shares

    2.41% of the 13F portfolio, value $21,694,957.

    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 248,277 shares
    Change vs previous 13F +6,759 shares

    2.23% of the 13F portfolio, value $19,916,781.

    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 241,518 shares
    Change vs previous 13F +15,550 shares

    2.16% of the 13F portfolio, value $18,920,521.

    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 225,968 shares
    Change vs previous 13F +90,723 shares

    2.02% of the 13F portfolio, value $16,425,614.

    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 135,245 shares
    Change vs previous 13F +16,617 shares

    1.17% of the 13F portfolio, value $8,893,712.

    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 118,628 shares
    Change vs previous 13F +19,302 shares

    1.24% of the 13F portfolio, value $8,178,239.

    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 99,326 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $6,705,507.

    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).