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Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

COMP holding history

Compass, 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.

COMP overviewAll 13F holders of COMPFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2022
Holdings of COMP by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−420−100.0%Sold outHolders
Q1 2024420$1.51K<0.1%00.0%UnchangedHolders
Q4 2023420$1.58K<0.1%00.0%UnchangedHolders
Q3 2023420$1.22K<0.1%00.0%UnchangedHolders
Q2 2023420$1.47K<0.1%00.0%UnchangedHolders
Q1 2023420$1.36K<0.1%00.0%UnchangedHolders
Q4 2022420$979<0.1%00.0%UnchangedHolders
Q3 2022420$1.00K<0.1%00.0%UnchangedHolders
Q2 2022420$2.00K<0.1%+420NewHolders