Evermay Wealth Management - Portfolio Holdings by Quarter

Historical 13F-HR SEC quarterly filings for Evermay Wealth Management going back to Feb. 14, 2014

• Evermay Wealth Management 2023 Q4 - filed Feb. 12, 2024 - new!
• Evermay Wealth Management 2023 Q3 - filed Nov. 14, 2023
• Evermay Wealth Management 2023 Q2 - filed Aug. 10, 2023
• Evermay Wealth Management 2023 Q1 - filed May 15, 2023
• Evermay Wealth Management 2022 Q4 - filed Jan. 19, 2023
• Evermay Wealth Management 2022 Q3 - filed Nov. 14, 2022
• Evermay Wealth Management 2022 Q2 - filed Aug. 15, 2022
• Evermay Wealth Management 2022 Q1 - filed May 16, 2022
• Evermay Wealth Management 2021 Q4 - filed Feb. 14, 2022
• Evermay Wealth Management 2021 Q3 - filed Nov. 12, 2021
• Evermay Wealth Management 2021 Q3 restated - filed Nov. 12, 2021
• Evermay Wealth Management 2021 Q2 - filed Aug. 13, 2021
• Evermay Wealth Management 2021 Q1 - filed May 10, 2021
• Evermay Wealth Management 2020 Q4 - filed Feb. 16, 2021
• Evermay Wealth Management 2020 Q3 - filed Nov. 5, 2020
• Evermay Wealth Management 2020 Q2 - filed July 20, 2020
• Evermay Wealth Management 2020 Q1 - filed April 24, 2020
• Evermay Wealth Management 2019 Q4 - filed Feb. 11, 2020
• Evermay Wealth Management 2019 Q3 - filed Oct. 29, 2019
• Evermay Wealth Management 2019 Q2 - filed July 23, 2019
• Evermay Wealth Management 2019 Q1 - filed May 3, 2019
• Evermay Wealth Management 2018 Q4 - filed Jan. 24, 2019
• Evermay Wealth Management 2018 Q3 - filed Oct. 29, 2018
• Evermay Wealth Management 2018 Q2 - filed Aug. 6, 2018
• Evermay Wealth Management 2018 Q1 - filed May 4, 2018
• Evermay Wealth Management 2017 Q4 - filed Feb. 7, 2018
• Evermay Wealth Management 2017 Q3 - filed Oct. 23, 2017
• Evermay Wealth Management 2017 Q2 - filed Aug. 2, 2017
• Evermay Wealth Management 2017 Q1 - filed May 10, 2017
• Evermay Wealth Management 2016 Q4 - filed Feb. 1, 2017
• Evermay Wealth Management 2016 Q3 - filed Nov. 1, 2016
• Evermay Wealth Management 2016 Q2 - filed Aug. 3, 2016
• Evermay Wealth Management 2016 Q1 - filed May 9, 2016
• Evermay Wealth Management 2015 Q4 - filed Feb. 5, 2016
• Evermay Wealth Management 2015 Q3 - filed Nov. 3, 2015
• Evermay Wealth Management 2015 Q2 - filed Aug. 6, 2015
• Evermay Wealth Management 2015 Q1 - filed April 30, 2015
• Evermay Wealth Management 2014 Q4 - filed Feb. 4, 2015
• Evermay Wealth Management 2014 Q3 - filed Nov. 4, 2014
• Evermay Wealth Management 2014 Q2 - filed Aug. 6, 2014
• Evermay Wealth Management 2014 Q1 - filed May 9, 2014
• Evermay Wealth Management 2013 Q4 - filed Feb. 14, 2014