Skip to main content

EVERMAY WEALTH MANAGEMENT LLC

Position in V — Visa Inc.

CIK 1066816 ARLINGTON, VA

Position in V

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$2,827,061
+$301,846 QoQ
Shares Held
8,240
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#2,076
of 4,491 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in V Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

EVERMAY WEALTH MANAGEMENT LLC holds $5,423,995 across 5 Credit Services names. V ranks #1 (52.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 V
Visa Inc.
This page
8,240 $2,827,061

All Filings in V

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,827,061 8,240
2026-03-31 $2,525,215 8,355
2025-12-31 $2,990,854 8,528
2025-09-30 $2,927,674 8,576
2025-06-30 $3,222,433 9,076
2025-03-31 $3,464,998 9,887
2024-12-31 $3,143,649 9,947
2024-09-30 $2,824,561 10,273
2024-06-30 $2,785,594 10,613
2024-03-31 $2,976,388 10,665
2023-12-31 $2,953,410 11,344
2023-09-30 $2,535,630 11,024
2023-06-30 $2,657,401 11,190
2023-03-31 $2,557,392 11,343
2022-12-31 $2,325,042 11,191
2022-09-30 $1,993,233 11,220
2022-06-30 $2,172,090 11,032
2022-03-31 $2,502,009 11,282
2021-12-31 $2,561,945 11,822
2021-09-30 $2,637,582 11,841
2021-06-30 $2,790,407 11,934
2021-03-31 $2,567,437 12,126
2020-12-31 $2,680,754 12,256
2020-09-30 $2,556,616 12,785
2020-06-30 $2,525,118 13,072
2020-03-31 $2,161,747 13,417