Evermay Wealth Management LLC
- SEC CIK
- 0001066816
- Latest filing
- Jul 27, 2026
SOFI holding history
SoFi 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.
SOFI overviewAll 13F holders of SOFIFull Q2 2026 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −600−100.0% | Sold out | Holders |
| Q2 2023 | 600 | $5.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 600 | $3.64K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 600 | $2.77K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 600 | $3.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 600 | $3.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 600 | $6.00K | <0.1% | −775−56.4% | Reduced | Holders |
| Q4 2021 | 1,375 | $22.0K | <0.1% | +1,375 | New | Holders |