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Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

MMP holding history

Magellan Midstream Partners, L.P. 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.

MMP overviewAll 13F holders of MMPFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of MMP by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−5,912−100.0%Sold outHolders
Q2 20235,912$368.4K0.1%00.0%UnchangedHolders
Q1 20235,912$320.8K0.1%00.0%UnchangedHolders
Q4 20225,912$296.8K0.1%00.0%UnchangedHolders
Q3 20225,912$281.0K0.1%00.0%UnchangedHolders
Q2 20225,912$282.0K0.1%00.0%UnchangedHolders
Q1 20225,912$290.0K<0.1%00.0%UnchangedHolders
Q4 20215,912$275.0K<0.1%00.0%UnchangedHolders
Q3 20215,912$269.0K0.1%−1,252−17.5%ReducedHolders
Q2 20217,164$350.0K0.1%00.0%UnchangedHolders
Q1 20217,164$311.0K0.1%––Holders

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