Position in PRU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$97,137
+$9,216 QoQ
Shares Held
900
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,075
of 1,403 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $304,980 across 3 Insurance - Life names. PRU ranks #2 (31.9% of the industry book) .
All Filings in PRU
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,137 | 900 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $87,921 | 900 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $101,592 | 900 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $93,366 | 900 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $96,696 | 900 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $100,512 | 900 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $106,677 | 900 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $108,990 | 900 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $105,471 | 900 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $105,660 | 900 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $93,857 | 905 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $85,401 | 900 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $79,398 | 900 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $74,466 | 900 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $89,514 | 900 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $77,202 | 900 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $86,112 | 900 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $141,804 | 1,200 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $129,888 | 1,200 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $126,240 | 1,200 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $133,211 | 1,300 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||