Evermay Wealth Management LLC
- SEC CIK
- 0001066816
- Latest filing
- Jul 27, 2026
LITS holding history
Lite Strategy, 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.
LITS overviewAll 13F holders of LITSFull Q2 2026 holdings
- Shares (Q2 2026)
- 126
- Value
- $117
- % of portfolio
- <0.1%
- Quarters held
- 11
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 126 | $117 | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 126 | $147 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 126 | $167 | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 126 | $305 | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 126 | $312 | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 126 | $276 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 126 | $310 | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 126 | $360 | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 126 | $367 | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 126 | $504 | <0.1% | +126 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −48−100.0% | Sold outConverted for a 1-for-20 split | Holders |
| Q1 2023 | 950 | $218 | <0.1% | +950 | New | Holders |