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Livermore
Livermore
ZHEN

Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

ROP holding history

Roper Technologies 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.

ROP overviewAll 13F holders of ROPFull Q2 2026 holdings

Shares (Q2 2026)
697
Value
$235.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ROP by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026697$235.9K<0.1%−451−39.3%ReducedHolders
Q1 20261,148$406.2K<0.1%+413+56.2%AddedHolders
Q4 2025735$327.2K<0.1%−335−31.3%ReducedHolders
Q3 20251,070$533.6K0.1%−51−4.5%ReducedHolders
Q2 20251,121$635.4K0.1%+61+5.8%AddedHolders
Q1 20251,060$625.0K0.1%−6−0.6%ReducedHolders
Q4 20241,066$554.2K0.1%−163−13.3%ReducedHolders
Q3 20241,229$683.9K0.1%+42+3.5%AddedHolders
Q2 20241,187$669.1K0.1%−71−5.6%ReducedHolders
Q1 20241,258$705.5K0.1%−71−5.3%ReducedHolders
Q4 20231,329$724.5K0.1%+199+17.6%AddedHolders
Q3 20231,130$547.2K0.1%−14−1.2%ReducedHolders
Q2 20231,144$550.0K0.1%−7−0.6%ReducedHolders
Q1 20231,151$507.2K0.1%+92+8.7%AddedHolders
Q4 20221,059$457.6K0.1%−253−19.3%ReducedHolders
Q3 20221,312$472.0K0.1%−2−0.2%ReducedHolders
Q2 20221,314$519.0K0.1%−294−18.3%ReducedHolders
Q1 20221,608$759.0K0.1%−115−6.7%ReducedHolders
Q4 20211,723$848.0K0.2%00.0%UnchangedHolders
Q3 20211,723$769.0K0.1%−212−11.0%ReducedHolders
Q2 20211,935$910.0K0.2%−29−1.5%ReducedHolders
Q1 20211,964$792.0K0.2%––Holders

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