Evermay Wealth Management »

Tootsie Roll Industries shares owned by Evermay Wealth Management

Quarter-by-quarter ownership of Tootsie Roll Industries (TR) shares owned by Evermay Wealth Management from 13F filings

Historical chart of Evermay Wealth Management investment in Tootsie Roll Industries

Tip: Access up to 7 years of quarterly data

All positions including Tootsie Roll Industries held by Evermay Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Tootsie Roll Industries by Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $80k 1.9k 41.92
2025-06-30 $64k 1.9k 33.45
2025-03-31 $58k 1.9k 31.48

More positions owned by Evermay Wealth Management

Spdr Series Trust Portfli Intrmdit (SPTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfolio S&p400 (SPMD)
Apple (AAPL)
Spdr Series Trust Portfolio S&p600 (SPSM)
Amazon (AMZN)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Evermay Wealth Management

Top funds holding Tootsie Roll Industries

BlackRock
Vanguard Group
Dimensional Fund Advisors
Allspring Global Investments Holdings
State Street Corporation
Geode Capital Management
Renaissance Technologies
Millennium Management
Invesco
HFR Wealth Management
Two Sigma Investments
UBS Group
Northern Trust
Morgan Stanley
Bank of New York Mellon

View all funds holding Tootsie Roll Industries