Evermay Wealth Management LLC

SEC CIK: 0001066816
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

MBC holding history

MasterBrand, 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.

MBC overview All 13F holders of MBC Full Q2 2026 holdings

Shares (Q2 2026): 3,354
Value: $34.5K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2022

Holdings of MBC by Evermay Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,354	$34.5K	<0.1%	+3,354	New	Holders
Q2 2023	0	$0	0.0%	−2,129−100.0%	Sold out	Holders
Q1 2023	2,129	$17.1K	<0.1%	00.0%	Unchanged	Holders
Q4 2022	2,129	$16.1K	<0.1%	+2,129	New	Holders