EVERMAY WEALTH MANAGEMENT LLC

Position in MS — Morgan Stanley

CIK 1066816 ARLINGTON, VA

Position in MS

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

Position Value

$63,339

+$51,326 QoQ

Shares Held

303

+315.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,550

of 2,723 holders

Holding Since

Mar 2020

26 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. MS ranks #4 (10.0% of the industry book) .

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

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$63,339	303	+315.1%	Shares	Sole	2026-07-27
2026-03-31	$12,013	73	+284.2%	Shares	Sole	2026-05-12
2025-12-31	$3,373	19	-48.6%	Shares	Sole	2026-01-22
2025-09-30	$5,881	37	0.0%	Shares	Sole	2025-11-05
2025-06-30	$5,211	37	0.0%	Shares	Sole	2025-07-30
2025-03-31	$4,316	37	0.0%	Shares	Sole	2025-05-07
2024-12-31	$4,651	37	-28.8%	Shares	Sole	2025-01-24
2024-09-30	$5,420	52	0.0%	Shares	Sole	2024-10-25
2024-06-30	$5,053	52	0.0%	Shares	Sole	2024-08-01
2024-03-31	$4,896	52	-87.4%	Shares	Sole	2024-05-14
2023-12-31	$38,512	413	+13.2%	Shares	Sole	2024-02-12
2023-09-30	$29,809	365	-31.5%	Shares	Sole	2023-11-14
2023-06-30	$45,518	533	+2.9%	Shares	Sole	2023-08-10
2023-03-31	$45,480	518	+48.0%	Shares	Sole	2023-05-15
2022-12-31	$29,757	350	0.0%	Shares	Sole	2023-01-19
2022-09-30	$27,653	350	0.0%	Shares	Sole	2022-11-14
2022-06-30	$26,621	350	0.0%	Shares	Sole	2022-08-15
2022-03-31	$30,590	350	-93.7%	Shares	Sole	2022-05-16
2021-12-31	$547,242	5,575	0.0%	Shares	Sole	2022-02-14
2021-09-30	$542,503	5,575	-7.7%	Shares	Sole	2021-11-12
2021-06-30	$553,807	6,040	0.0%	Shares	Sole	2021-08-13
2021-03-31	$469,066	6,040	+8.3%	Shares	Sole	2021-05-10
2020-12-31	$382,054	5,575	-4.0%	Shares	Sole	2021-02-16
2020-09-30	$280,720	5,806	0.0%	Shares	Sole	2020-11-05
2020-06-30	$280,429	5,806	-6.4%	Shares	Sole	2020-07-20
2020-03-31	$211,004	6,206	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.