EVERMAY WEALTH MANAGEMENT LLC
Position in CLDI — Calidi Biotherapeutics, Inc.
CIK 1066816
ARLINGTON, VA
Position in CLDI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$0
+$0 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLDI Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $53,579 across 4 Biotechnology names. CLDI ranks #4 (0.0% of the industry book) .
All Filings in CLDI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $0 | 1 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $0 | 1 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1 | 1 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1 | 1 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||