EVERMAY WEALTH MANAGEMENT LLC
Position in EMO — ClearBridge Energy Midstream Opportunity Fund Inc.
CIK 1066816
ARLINGTON, VA
Position in EMO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,765
New position
Shares Held
155
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#112
of 119 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $1,032,060 across 12 Asset Management names. EMO ranks #10 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
322 | $309,622 | |
| 2 | BX |
Blackstone Inc.
|
2,210 | $260,050 | |
| 3 | AMP |
Ameriprise Financial Inc
|
342 | $156,895 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
3,906 | $117,844 | |
| 5 | BGR |
BlackRock Energy & Resources Trust
|
5,800 | $85,956 | |
| 6 | TROW |
Price T Rowe Group Inc
|
415 | $47,181 | |
| 7 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
1,266 | $17,508 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
312 | $13,288 |
All Filings in EMO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,765 | 155 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||