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Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

ICE holding history

Intercontinental Exchange, 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.

ICE overviewAll 13F holders of ICEFull Q2 2026 holdings

Shares (Q2 2026)
3,896
Value
$479.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ICE by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,896$479.6K<0.1%−971−20.0%ReducedHolders
Q1 20264,867$765.5K0.1%−173−3.4%ReducedHolders
Q4 20255,040$816.3K0.1%+56+1.1%AddedHolders
Q3 20254,984$839.7K0.1%−166−3.2%ReducedHolders
Q2 20255,150$944.9K0.1%+92+1.8%AddedHolders
Q1 20255,058$872.5K0.1%−14−0.3%ReducedHolders
Q4 20245,072$755.8K0.1%+125+2.5%AddedHolders
Q3 20244,947$794.7K0.1%+109+2.3%AddedHolders
Q2 20244,838$662.3K0.1%−54−1.1%ReducedHolders
Q1 20244,892$672.3K0.1%−40−0.8%ReducedHolders
Q4 20234,932$633.4K0.1%+867+21.3%AddedHolders
Q3 20234,065$447.2K0.1%+75+1.9%AddedHolders
Q2 20233,990$451.2K0.1%−101−2.5%ReducedHolders
Q1 20234,091$426.7K0.1%+353+9.4%AddedHolders
Q4 20223,738$383.5K0.1%+37+1.0%AddedHolders
Q3 20223,701$334.0K0.1%−24−0.6%ReducedHolders
Q2 20223,725$350.0K0.1%−311−7.7%ReducedHolders
Q1 20224,036$533.0K0.1%+395+10.8%AddedHolders
Q4 20213,641$498.0K0.1%+97+2.7%AddedHolders
Q3 20213,544$407.0K0.1%+123+3.6%AddedHolders
Q2 20213,421$406.0K0.1%+880+34.6%AddedHolders
Q1 20212,541$284.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.