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Livermore
Livermore
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Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

AUB holding history

Atlantic Union Bankshares Corp in every 13F filed by Evermay Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AUB overviewAll 13F holders of AUBFull Q2 2026 holdings

Shares (Q2 2026)
24,768
Value
$1.05M
% of portfolio
0.1%
Quarters held
16
Since Q3 2022
Holdings of AUB by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,768$1.05M0.1%−265−1.1%ReducedHolders
Q1 202625,033$894.7K0.1%+1,800+7.7%AddedHolders
Q4 202523,233$820.1K0.1%+9,632+70.8%AddedHolders
Q3 202513,601$480.0K0.1%00.0%UnchangedHolders
Q2 202513,601$425.4K0.1%+10,505+339.3%AddedHolders
Q1 20253,096$96.4K<0.1%00.0%UnchangedHolders
Q4 20243,096$117.3K<0.1%00.0%UnchangedHolders
Q3 20243,096$116.6K<0.1%00.0%UnchangedHolders
Q2 20243,096$101.7K<0.1%00.0%UnchangedHolders
Q1 20243,096$109.3K<0.1%00.0%UnchangedHolders
Q4 20233,096$113.1K<0.1%00.0%UnchangedHolders
Q3 20233,096$89.1K<0.1%00.0%UnchangedHolders
Q2 20233,096$80.3K<0.1%00.0%UnchangedHolders
Q1 20233,096$108.5K<0.1%00.0%UnchangedHolders
Q4 20223,096$108.8K<0.1%00.0%UnchangedHolders
Q3 20223,096$94.0K<0.1%+3,096NewHolders