EVERMAY WEALTH MANAGEMENT LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Arlington, VA
CIK
0001066816
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 554 519,563 13F-HR 8/10/2023 000106681623000010 EVERMAY WEALTH MANAGEMENT LLC
Q1 2023 537 495,509 13F-HR 5/15/2023 000106681623000008 EVERMAY WEALTH MANAGEMENT LLC
Q4 2022 566 491,127 13F-HR 1/19/2023 000106681623000001 EVERMAY WEALTH MANAGEMENT LLC
Q3 2022 540 502,795 13F-HR 11/14/2022 000106681622000007 EVERMAY WEALTH MANAGEMENT LLC
Q2 2022 540 515,111 13F-HR 8/15/2022 000106681622000005 EVERMAY WEALTH MANAGEMENT LLC
Q1 2022 542 596,282 13F-HR 5/16/2022 000106681622000003 EVERMAY WEALTH MANAGEMENT LLC
Q4 2021 529 559,621 13F-HR 2/14/2022 000106681622000001 EVERMAY WEALTH MANAGEMENT LLC
Q3 2021 520 539,831 13F-HR 11/12/2021 000106681621000004 EVERMAY WEALTH MANAGEMENT LLC
Q3 2021 466 516,248 RESTATEMENT 11/12/2021 000106681621000005 EVERMAY WEALTH MANAGEMENT LLC
Q2 2021 520 539,831 13F-HR 8/13/2021 000106681621000003 EVERMAY WEALTH MANAGEMENT LLC
Q1 2021 174 500,191 13F-HR 5/10/2021 000117266121001075 EVERMAY WEALTH MANAGEMENT LLC
Q4 2020 171 453,532 13F-HR 2/16/2021 000117266121000493 EVERMAY WEALTH MANAGEMENT LLC
Q3 2020 157 407,157 13F-HR 11/5/2020 000117266120002059 EVERMAY WEALTH MANAGEMENT LLC
Q2 2020 152 380,003 13F-HR 7/20/2020 000117266120001543 EVERMAY WEALTH MANAGEMENT LLC
Q1 2020 135 329,499 13F-HR 4/24/2020 000117266120001092 EVERMAY WEALTH MANAGEMENT LLC
Q4 2019 160 406,691 13F-HR 2/11/2020 000117266120000384 EVERMAY WEALTH MANAGEMENT LLC
Q3 2019 149 366,851 13F-HR 10/29/2019 000117266119002070 EVERMAY WEALTH MANAGEMENT LLC
Q2 2019 146 360,010 13F-HR 7/23/2019 000117266119001566 EVERMAY WEALTH MANAGEMENT LLC
Q1 2019 146 353,682 13F-HR 5/3/2019 000117266119001109 EVERMAY WEALTH MANAGEMENT LLC
Q4 2018 131 308,853 13F-HR 1/24/2019 000117266119000240 EVERMAY WEALTH MANAGEMENT LLC
Q3 2018 146 320,315 13F-HR 10/29/2018 000117266118001891 EVERMAY WEALTH MANAGEMENT LLC
Q2 2018 133 300,214 13F-HR 8/6/2018 000117266118001457 EVERMAY WEALTH MANAGEMENT LLC
Q1 2018 133 290,146 13F-HR 5/4/2018 000117266118001001 EVERMAY WEALTH MANAGEMENT LLC
Q4 2017 141 273,047 13F-HR 2/7/2018 000117266118000290 EVERMAY WEALTH MANAGEMENT LLC
Q3 2017 100 230,351 13F-HR 10/23/2017 000117266117001848 EVERMAY WEALTH MANAGEMENT LLC
Q2 2017 99 225,535 13F-HR 8/2/2017 000117266117001455 EVERMAY WEALTH MANAGEMENT LLC
Q1 2017 101 223,350 13F-HR 5/10/2017 000117266117000988 EVERMAY WEALTH MANAGEMENT LLC
Q4 2016 81 204,393 13F-HR 2/1/2017 000117266117000229 EVERMAY WEALTH MANAGEMENT LLC
Q3 2016 75 198,604 13F-HR 11/1/2016 000117266116004072 EVERMAY WEALTH MANAGEMENT LLC
Q2 2016 78 191,456 13F-HR 8/3/2016 000117266116003646 EVERMAY WEALTH MANAGEMENT LLC
Q1 2016 73 178,455 13F-HR 5/9/2016 000117266116003192 EVERMAY WEALTH MANAGEMENT LLC
Q4 2015 76 169,789 13F-HR 2/5/2016 000117266116002436 EVERMAY WEALTH MANAGEMENT LLC
Q3 2015 81 166,843 13F-HR 11/3/2015 000117266115001852 EVERMAY WEALTH MANAGEMENT LLC
Q2 2015 84 168,118 13F-HR 8/6/2015 000117266115001425 EVERMAY WEALTH MANAGEMENT LLC
Q1 2015 87 169,113 13F-HR 4/30/2015 000117266115000961 EVERMAY WEALTH MANAGEMENT LLC
Q4 2014 84 154,069 13F-HR 2/4/2015 000117266115000239 EVERMAY WEALTH MANAGEMENT LLC
Q3 2014 80 116,461 13F-HR 11/4/2014 000117266114001672 EVERMAY WEALTH MANAGEMENT LLC
Q2 2014 80 115,580 13F-HR 8/6/2014 000117266114001314 EVERMAY WEALTH MANAGEMENT LLC
Q1 2014 65 93,881 13F-HR 5/9/2014 000117266114000956 EVERMAY WEALTH MANAGEMENT LLC
Q4 2013 46 71,964 13F-HR 2/14/2014 000117266114000667 EVERMAY WEALTH MANAGEMENT LLC