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Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

JEF holding history

Jefferies Financial Group 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.

JEF overviewAll 13F holders of JEFFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2022
Holdings of JEF by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−1,000−100.0%Sold outHolders
Q4 20221,000$34.3K<0.1%+1,000NewHolders