Evermay Wealth Management LLC

SEC CIK: 0001066816
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

BNL holding history

Broadstone Net Lease, 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.

BNL overview All 13F holders of BNL Full Q2 2026 holdings

Shares (Q2 2026): 43,767
Value: $906.3K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of BNL by Evermay Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	43,767	$906.3K	0.1%	−211−0.5%	Reduced	Holders
Q1 2026	43,978	$805.1K	0.1%	−1,580−3.5%	Reduced	Holders
Q4 2025	45,558	$793.4K	0.1%	+144+0.3%	Added	Holders
Q3 2025	45,414	$813.6K	0.1%	−2,146−4.5%	Reduced	Holders
Q2 2025	47,560	$765.7K	0.1%	+656+1.4%	Added	Holders
Q1 2025	46,904	$801.5K	0.1%	−3,251−6.5%	Reduced	Holders
Q4 2024	50,155	$798.0K	0.1%	+969+2.0%	Added	Holders
Q3 2024	49,186	$936.7K	0.2%	+677+1.4%	Added	Holders
Q2 2024	48,509	$774.0K	0.1%	+579+1.2%	Added	Holders
Q1 2024	47,930	$755.1K	0.1%	+4,931+11.5%	Added	Holders
Q4 2023	42,999	$743.9K	0.1%	+9,385+27.9%	Added	Holders
Q3 2023	33,614	$485.1K	0.1%	−15,910−32.1%	Reduced	Holders
Q2 2023	49,524	$769.1K	0.1%	−18,154−26.8%	Reduced	Holders
Q1 2023	67,678	$1.16M	0.2%	+931+1.4%	Added	Holders
Q4 2022	66,747	$1.09M	0.2%	−14,012−17.4%	Reduced	Holders
Q3 2022	80,759	$1.26M	0.3%	+3,861+5.0%	Added	Holders
Q2 2022	76,898	$1.59M	0.3%	+7,260+10.4%	Added	Holders
Q1 2022	69,638	$1.52M	0.3%	+5,725+9.0%	Added	Holders
Q4 2021	63,913	$1.59M	0.3%	+1,000+1.6%	Added	Holders
Q3 2021	62,913	$1.56M	0.3%	+9,663+18.1%	Added	Holders
Q2 2021	53,250	$1.25M	0.2%	+5,380+11.2%	Added	Holders
Q1 2021	47,870	$876.0K	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.