EVERMAY WEALTH MANAGEMENT LLC
Holdings in IAUM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,588,857 | 60,220 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $2,610,492 | 67,805 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $2,260,804 | 68,530 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $2,618,155 | 83,996 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $98,713 | 3,772 | Shares | Sole | 2025-01-24 |
| 2024-09-30 | $99,015 | 3,772 | Shares | Sole | 2024-10-25 |