EVERMAY WEALTH MANAGEMENT LLC

Position in GS — Goldman Sachs Group Inc

CIK 1066816 ARLINGTON, VA

Position in GS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$106,193

-$58,775 QoQ

Shares Held

105

-46.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,933

of 3,125 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

EVERMAY WEALTH MANAGEMENT LLC holds $633,863 across 6 Capital Markets names. GS ranks #2 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	4,016	$370,556
2	GS	Goldman Sachs Group Inc This page	105	$106,193
3	IBKR	Interactive Brokers Group, Inc.	835	$72,678
4	MS	Morgan Stanley	303	$63,339
5	IREN	IREN Ltd	460	$21,035
6	CRCL	Circle Internet Group, Inc.	1	$62

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$106,193	105	-46.2%	Shares	Sole	2026-07-27
2026-03-31	$164,968	195	-5.8%	Shares	Sole	2026-05-12
2025-12-31	$181,953	207	0.0%	Shares	Sole	2026-01-22
2025-09-30	$164,844	207	0.0%	Shares	Sole	2025-11-05
2025-06-30	$146,504	207	-2.8%	Shares	Sole	2025-07-30
2025-03-31	$116,359	213	+88.5%	Shares	Sole	2025-05-07
2024-12-31	$64,706	113	+0.9%	Shares	Sole	2025-01-24
2024-09-30	$55,452	112	-2.6%	Shares	Sole	2024-10-25
2024-06-30	$52,016	115	0.0%	Shares	Sole	2024-08-01
2024-03-31	$48,034	115	-5.7%	Shares	Sole	2024-05-14
2023-12-31	$47,063	122	-38.1%	Shares	Sole	2024-02-12
2023-09-30	$63,743	197	0.0%	Shares	Sole	2023-11-14
2023-06-30	$63,540	197	0.0%	Shares	Sole	2023-08-10
2023-03-31	$64,440	197	0.0%	Shares	Sole	2023-05-15
2022-12-31	$67,645	197	+107.4%	Shares	Sole	2023-01-19
2022-09-30	$27,839	95	-9.5%	Shares	Sole	2022-11-14
2022-06-30	$31,187	105	+238.7%	Shares	Sole	2022-08-15
2022-03-31	$10,233	31	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.