Evermay Wealth Management LLC

SEC CIK: 0001066816
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

RF holding history

Regions Financial Corp 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.

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

Shares (Q1 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2021

Holdings of RF by Evermay Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−18−100.0%	Sold out	Holders
Q4 2023	18	$349	<0.1%	+18	New	Holders
Q3 2021	0	$0	0.0%	−1,358−100.0%	Sold out	Holders
Q2 2021	1,358	$27.0K	<0.1%	+1,358	New	Holders