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EVERMAY WEALTH MANAGEMENT LLC: XSOE position timeline

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

EVERMAY WEALTH MANAGEMENT LLC held 88,858 XSOE 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 88,858 shares
    Change vs previous 13F -39,216 shares

    0.45% of the 13F portfolio, value $4,370,037.

    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 128,074 shares
    Change vs previous 13F -5,878 shares

    0.57% of the 13F portfolio, value $5,135,768.

    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 133,952 shares
    Change vs previous 13F -61,109 shares

    0.59% of the 13F portfolio, value $5,226,808.

    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 195,061 shares
    Change vs previous 13F -225,265 shares

    0.85% of the 13F portfolio, value $7,400,615.

    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 420,326 shares
    Change vs previous 13F +63,023 shares

    1.78% of the 13F portfolio, value $14,492,849.

    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 357,303 shares
    Change vs previous 13F +23,183 shares

    1.45% of the 13F portfolio, value $11,029,932.

    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 334,120 shares
    Change vs previous 13F +26,704 shares

    1.54% of the 13F portfolio, value $10,192,011.

    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 307,416 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $10,153,954.

    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).