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Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

EL holding history

Estee Lauder Companies 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.

EL overviewAll 13F holders of ELFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2021
Holdings of EL by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−2−100.0%Sold outHolders
Q4 20232$293<0.1%+2NewHolders
Q2 20220$00.0%−30−100.0%Sold outHolders
Q1 202230$8.00K<0.1%00.0%UnchangedHolders
Q4 202130$11.0K<0.1%00.0%UnchangedHolders
Q3 202130$9.00K<0.1%−170−85.0%ReducedHolders
Q2 2021200$64.0K<0.1%+200NewHolders