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Livermore
Livermore
ZHEN

Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

TREX holding history

Trex Co 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.

TREX overviewAll 13F holders of TREXFull Q2 2026 holdings

Shares (Q2 2026)
5,692
Value
$284.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of TREX by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,692$284.8K<0.1%00.0%UnchangedHolders
Q1 20265,692$207.3K<0.1%−396−6.5%ReducedHolders
Q4 20256,088$213.6K<0.1%−359−5.6%ReducedHolders
Q3 20256,447$333.1K<0.1%−480−6.9%ReducedHolders
Q2 20256,927$376.7K<0.1%00.0%UnchangedHolders
Q1 20256,927$402.5K0.1%00.0%UnchangedHolders
Q4 20246,927$478.2K0.1%−150−2.1%ReducedHolders
Q3 20247,077$471.2K0.1%00.0%UnchangedHolders
Q2 20247,077$524.5K0.1%00.0%UnchangedHolders
Q1 20247,077$705.9K0.1%−200−2.7%ReducedHolders
Q4 20237,277$602.5K0.1%−200−2.7%ReducedHolders
Q3 20237,477$460.8K0.1%00.0%UnchangedHolders
Q2 20237,477$490.2K0.1%+400+5.7%AddedHolders
Q1 20237,077$344.4K0.1%−500−6.6%ReducedHolders
Q4 20227,577$320.7K0.1%+500+7.1%AddedHolders
Q3 20227,077$311.0K0.1%00.0%UnchangedHolders
Q2 20227,077$385.0K0.1%−825−10.4%ReducedHolders
Q1 20227,902$516.0K0.1%−1,785−18.4%ReducedHolders
Q4 20219,687$1.31M0.2%−2,040−17.4%ReducedHolders
Q3 202111,727$1.20M0.2%+8+0.1%AddedHolders
Q2 202111,719$1.20M0.2%00.0%UnchangedHolders
Q1 202111,719$1.07M0.2%––Holders

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