Evermay Wealth Management LLC
- SEC CIK
- 0001066816
- Latest filing
- Jul 27, 2026
CLDI holding history
Calidi Biotherapeutics, 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.
CLDI overviewAll 13F holders of CLDIFull Q2 2026 holdings
- Shares (Q2 2026)
- 1
- Value
- –
- % of portfolio
- –
- Quarters held
- 9
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1 | – | – | 00.0% | Unchanged | Holders |
| Q1 2026 | 1 | – | – | 00.0% | Unchanged | Holders |
| Q4 2025 | 1 | $2 | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 1 | $2 | <0.1% | −527−99.8% | ReducedConverted for a 1-for-12 split | Holders |
| Q2 2025 | 6,342 | $1.46K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 6,342 | $3.59K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 6,342 | $7.29K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 6,342 | $7.23K | <0.1% | +6,342 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −63,416−100.0% | Sold out | Holders |
| Q1 2024 | 63,416 | $35.8K | <0.1% | +63,416 | New | Holders |