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Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

FTRE holding history

Fortrea 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.

FTRE overviewAll 13F holders of FTREFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q3 2023
Holdings of FTRE by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−37−100.0%Sold outHolders
Q3 202537$312<0.1%00.0%UnchangedHolders
Q2 202537$183<0.1%−100−73.0%ReducedHolders
Q1 2025137$1.03K<0.1%00.0%UnchangedHolders
Q4 2024137$2.56K<0.1%−87−38.8%ReducedHolders
Q3 2024224$4.48K<0.1%00.0%UnchangedHolders
Q2 2024224$5.23K<0.1%00.0%UnchangedHolders
Q1 2024224$8.99K<0.1%−1,035−82.2%ReducedHolders
Q4 20231,259$43.9K<0.1%−263−17.3%ReducedHolders
Q3 20231,522$43.5K<0.1%+1,522NewHolders