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
$1
+$0 QoQ
Shares Held
0
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 23 holders
Holding Since
Mar 2024
9 quarters on record
Common Shares in CLDI Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $53,266 across 4 Biotechnology names. CLDI ranks #3 (0.0% of the industry book) .
All Filings in CLDI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1 | 1 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1 | 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 | |
| 2025-06-30 | $1,458 | 6,342 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,589 | 6,342 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $7,293 | 6,342 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $7,229 | 6,342 | Shares | Sole | 2024-10-25 | |
| 2024-03-31 | $35,830 | 63,416 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||