EVERMAY WEALTH MANAGEMENT LLC
Position in TR — Tootsie Roll Industries Inc
CIK 1066816
ARLINGTON, VA
Position in TR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$77,755
-$6,232 QoQ
Shares Held
1,966
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#145
of 230 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TR Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $372,528 across 3 Confectioners names. TR ranks #2 (20.9% of the industry book) .
All Filings in TR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,755 | 1,966 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $83,987 | 1,966 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $69,926 | 1,909 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $80,025 | 1,909 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $63,855 | 1,909 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $58,363 | 1,854 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||