Evermay Wealth Management LLC

SEC CIK: 0001066816
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

PDI holding history

PIMCO Dynamic Income Fund 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.

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

Shares (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q1 2022

Holdings of PDI by Evermay Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−1,500−100.0%	Sold out	Holders
Q1 2022	1,500	$37.0K	<0.1%	+1,500	New	Holders