Evermay Wealth Management LLC

SEC CIK: 0001066816
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

NDAQ holding history

Nasdaq, 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.

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

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2023

Holdings of NDAQ by Evermay Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−70−100.0%	Sold out	Holders
Q3 2023	70	$3.40K	<0.1%	+40+133.3%	Added	Holders
Q2 2023	30	$1.50K	<0.1%	+30	New	Holders