EVERMAY WEALTH MANAGEMENT LLC

Position in SPGI — S&P Global Inc.

CIK 1066816 ARLINGTON, VA

Position in SPGI

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

Position Value

$65,115

-$13,147 QoQ

Shares Held

179

-7.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,756

of 1,991 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

EVERMAY WEALTH MANAGEMENT LLC holds $2,120,067 across 5 Financial Data & Stock Exchanges names. SPGI ranks #4 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/	2,768	$1,253,682
2	ICE	Intercontinental Exchange, Inc.	3,896	$479,636
3	CBOE	Cboe Global Markets, Inc.	1,198	$290,718
4	SPGI	S&P Global Inc. This page	179	$65,115
5	CME	Cme Group Inc.	140	$30,916

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$65,115	169	-8.2%	Shares	Sole	2026-07-27
2026-03-31	$78,262	184	+8.9%	Shares	Sole	2026-05-12
2025-12-31	$88,317	169	-49.6%	Shares	Sole	2026-01-22
2025-09-30	$163,047	335	0.0%	Shares	Sole	2025-11-05
2025-06-30	$176,642	335	0.0%	Shares	Sole	2025-07-30
2025-03-31	$170,213	335	0.0%	Shares	Sole	2025-05-07
2024-12-31	$166,840	335	0.0%	Shares	Sole	2025-01-24
2024-09-30	$173,067	335	0.0%	Shares	Sole	2024-10-25
2024-06-30	$149,409	335	0.0%	Shares	Sole	2024-08-01
2024-03-31	$142,525	335	+119.0%	Shares	Sole	2024-05-14
2023-12-31	$67,399	153	+2.0%	Shares	Sole	2024-02-12
2023-09-30	$54,811	150	0.0%	Shares	Sole	2023-11-14
2023-06-30	$60,133	150	0.0%	Shares	Sole	2023-08-10
2023-03-31	$51,715	150	0.0%	Shares	Sole	2023-05-15
2022-12-31	$50,241	150	0.0%	Shares	Sole	2023-01-19
2022-09-30	$45,802	150	0.0%	Shares	Sole	2022-11-14
2022-06-30	$50,558	150	0.0%	Shares	Sole	2022-08-15
2022-03-31	$61,526	150	0.0%	Shares	Sole	2022-05-16
2021-12-31	$70,789	150	0.0%	Shares	Sole	2022-02-14
2021-09-30	$63,733	150	0.0%	Shares	Sole	2021-11-12
2021-06-30	$61,567	150	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.