Position in CI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$30,600
+$991 QoQ
Shares Held
111
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,476
of 1,679 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $893,631 across 4 Healthcare Plans names. CI ranks #3 (3.4% of the industry book) .
All Filings in CI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,600 | 111 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $29,609 | 111 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $30,550 | 111 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $31,995 | 111 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $36,694 | 111 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $36,519 | 111 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $19,329 | 70 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $26,329 | 76 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $25,123 | 76 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $27,602 | 76 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $23,656 | 79 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $21,741 | 76 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $21,325 | 76 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $17,887 | 70 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $23,193 | 70 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $19,422 | 70 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,446 | 70 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $16,772 | 70 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||