EVERMAY WEALTH MANAGEMENT LLC
Position in BIPH — Brookfield Infrastructure Partners L.P.
CIK 1066816
ARLINGTON, VA
Position in BIPH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$49,344
+$1,024 QoQ
Shares Held
3,200
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#268
of 349 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIPH Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $148,272 across 3 Utilities - Diversified names. BIPH ranks #2 (33.3% of the industry book) .
All Filings in BIPH
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,344 | 3,200 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $48,320 | 3,200 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $52,128 | 3,200 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $54,112 | 3,200 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $50,752 | 3,200 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $52,736 | 3,200 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $53,312 | 3,200 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $61,600 | 3,200 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $56,480 | 3,200 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $58,912 | 3,200 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,873 | 350 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,503 | 150 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,781 | 150 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,737 | 150 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,308 | 150 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $4,012 | 241 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,403 | 241 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $19,969 | 911 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $22,911 | 911 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $23,704 | 911 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $23,139 | 911 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||