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Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

BHF holding history

Brighthouse Financial, Inc. 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.

BHF overviewAll 13F holders of BHFFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q2 2021
Holdings of BHF by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−6−100.0%Sold outHolders
Q1 20256$348<0.1%00.0%UnchangedHolders
Q4 20246$289<0.1%+6NewHolders
Q1 20230$00.0%−3−100.0%Sold outHolders
Q4 20223$154<0.1%00.0%UnchangedHolders
Q3 20223$00.0%00.0%UnchangedHolders
Q2 20223$00.0%−6−66.7%ReducedHolders
Q1 20229$00.0%00.0%UnchangedHolders
Q4 20219$00.0%+3+50.0%AddedHolders
Q3 20216$00.0%00.0%UnchangedHolders
Q2 20216$00.0%+6NewHolders