EVERMAY WEALTH MANAGEMENT LLC
Holdings in FVCB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $167,949 | 12,074 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $156,599 | 12,074 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $154,273 | 13,074 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $138,192 | 13,074 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $164,340 | 13,074 | Shares | Sole | 2025-01-24 |
| 2024-09-30 | $138,591 | 10,620 | Shares | Sole | 2024-10-25 |
| 2024-06-30 | $1,047,380 | 95,914 | Shares | Sole | 2024-08-01 |
| 2024-03-31 | $217,413 | 17,850 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $253,470 | 17,850 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $228,658 | 17,850 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $192,244 | 17,850 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $190,102 | 17,850 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $217,870 | 14,281 | Shares | Sole | 2023-01-19 |
| 2022-09-30 | $219,013 | 14,281 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $215,128 | 14,281 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $237,064 | 14,281 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $101,910 | 6,473 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $103,568 | 6,473 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $89,379 | 6,473 | Shares | Sole | 2021-08-13 |