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Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

UI holding history

Ubiquiti 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.

UI overviewAll 13F holders of UIFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2021
Holdings of UI by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−75−100.0%Sold outHolders
Q3 202275$22.0K<0.1%−83−52.5%ReducedHolders
Q2 2022158$39.0K<0.1%00.0%UnchangedHolders
Q1 2022158$46.0K<0.1%00.0%UnchangedHolders
Q4 2021158$48.0K<0.1%−21−11.7%ReducedHolders
Q3 2021179$53.0K<0.1%+179NewHolders