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Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

SIRI holding history

Sirius XM Holdings 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.

SIRI overviewAll 13F holders of SIRIFull Q2 2026 holdings

Shares (Q2 2026)
80
Value
$2.36K
% of portfolio
<0.1%
Quarters held
21
Since Q2 2021
Holdings of SIRI by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202680$2.36K<0.1%00.0%UnchangedHolders
Q1 202680$1.85K<0.1%00.0%UnchangedHolders
Q4 202580$1.60K<0.1%00.0%UnchangedHolders
Q3 202580$1.86K<0.1%00.0%UnchangedHolders
Q2 202580$1.84K<0.1%00.0%UnchangedHolders
Q1 202580$1.80K<0.1%00.0%UnchangedHolders
Q4 202480$1.82K<0.1%00.0%UnchangedHolders
Q3 202480$1.89K<0.1%−720−90.0%ReducedHolders
Q2 2024800$2.26K<0.1%00.0%UnchangedHolders
Q1 2024800$3.10K<0.1%00.0%UnchangedHolders
Q4 2023800$4.38K<0.1%00.0%UnchangedHolders
Q3 2023800$3.62K<0.1%00.0%UnchangedHolders
Q2 2023800$3.62K<0.1%−845−51.4%ReducedHolders
Q1 20231,645$6.53K<0.1%00.0%UnchangedHolders
Q4 20221,645$9.61K<0.1%00.0%UnchangedHolders
Q3 20221,645$9.00K<0.1%+45+2.8%AddedHolders
Q2 20221,600$10.0K<0.1%00.0%UnchangedHolders
Q1 20221,600$11.0K<0.1%00.0%UnchangedHolders
Q4 20211,600$10.0K<0.1%00.0%UnchangedHolders
Q3 20211,600$10.0K<0.1%−144−8.3%ReducedHolders
Q2 20211,744$11.0K<0.1%+1,744NewHolders