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Livermore
Livermore
ZHEN

Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

MAR holding history

Marriott International 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.

MAR overviewAll 13F holders of MARFull Q2 2026 holdings

Shares (Q2 2026)
3,040
Value
$1.13M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MAR by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,040$1.13M0.1%+66+2.2%AddedHolders
Q1 20262,974$972.7K0.1%−605−16.9%ReducedHolders
Q4 20253,579$1.11M0.1%+56+1.6%AddedHolders
Q3 20253,523$917.5K0.1%00.0%UnchangedHolders
Q2 20253,523$962.5K0.1%+624+21.5%AddedHolders
Q1 20252,899$690.5K0.1%−516−15.1%ReducedHolders
Q4 20243,415$952.6K0.1%+38+1.1%AddedHolders
Q3 20243,377$839.5K0.1%+171+5.3%AddedHolders
Q2 20243,206$775.1K0.1%−64−2.0%ReducedHolders
Q1 20243,270$825.1K0.1%−24−0.7%ReducedHolders
Q4 20233,294$742.8K0.1%−24−0.7%ReducedHolders
Q3 20233,318$652.2K0.1%+30+0.9%AddedHolders
Q2 20233,288$604.0K0.1%−148−4.3%ReducedHolders
Q1 20233,436$570.5K0.1%+141+4.3%AddedHolders
Q4 20223,295$490.6K0.1%+315+10.6%AddedHolders
Q3 20222,980$418.0K0.1%+137+4.8%AddedHolders
Q2 20222,843$387.0K0.1%00.0%UnchangedHolders
Q1 20222,843$500.0K0.1%00.0%UnchangedHolders
Q4 20212,843$470.0K0.1%−47−1.6%ReducedHolders
Q3 20212,890$428.0K0.1%+70+2.5%AddedHolders
Q2 20212,820$385.0K0.1%00.0%UnchangedHolders
Q1 20212,820$418.0K0.1%––Holders

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