Evermay Wealth Management LLC

SEC CIK: 0001066816
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

DNB holding history

Dun & Bradstreet Holdings, 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.

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

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2024

Holdings of DNB by Evermay Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−168−100.0%	Sold out	Holders
Q3 2024	168	$1.93K	<0.1%	00.0%	Unchanged	Holders
Q2 2024	168	$1.56K	<0.1%	−3,477−95.4%	Reduced	Holders
Q1 2024	3,645	$36.6K	<0.1%	+3,645	New	Holders