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Livermore
Livermore
ZHEN

Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

TFC holding history

Truist 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.

TFC overviewAll 13F holders of TFCFull Q2 2026 holdings

Shares (Q2 2026)
5,689
Value
$283.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of TFC by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,689$283.4K<0.1%−66−1.1%ReducedHolders
Q1 20265,755$264.6K<0.1%00.0%UnchangedHolders
Q4 20255,755$283.2K<0.1%00.0%UnchangedHolders
Q3 20255,755$263.1K<0.1%−50−0.9%ReducedHolders
Q2 20255,805$249.6K<0.1%−150−2.5%ReducedHolders
Q1 20255,955$245.0K<0.1%00.0%UnchangedHolders
Q4 20245,955$258.3K<0.1%00.0%UnchangedHolders
Q3 20245,955$254.7K<0.1%−30−0.5%ReducedHolders
Q2 20245,985$232.5K<0.1%−449−7.0%ReducedHolders
Q1 20246,434$250.8K<0.1%−13−0.2%ReducedHolders
Q4 20236,447$238.0K<0.1%−1,329−17.1%ReducedHolders
Q3 20237,776$222.5K<0.1%+461+6.3%AddedHolders
Q2 20237,315$222.0K<0.1%−1,580−17.8%ReducedHolders
Q1 20238,895$303.3K0.1%−1,378−13.4%ReducedHolders
Q4 202210,273$442.0K0.1%+1,342+15.0%AddedHolders
Q3 20228,931$389.0K0.1%−42−0.5%ReducedHolders
Q2 20228,973$426.0K0.1%−81−0.9%ReducedHolders
Q1 20229,054$513.0K0.1%−1,600−15.0%ReducedHolders
Q4 202110,654$624.0K0.1%−140−1.3%ReducedHolders
Q3 202110,794$633.0K0.1%−250−2.3%ReducedHolders
Q2 202111,044$613.0K0.1%+5,320+92.9%AddedHolders
Q1 20215,724$334.0K0.1%––Holders

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