EVERMAY WEALTH MANAGEMENT LLC
Holdings in EFSI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $103,838 | 2,609 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $98,698 | 2,609 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $79,887 | 2,609 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $85,549 | 2,609 | Shares | Sole | 2025-05-07 |