AA Alcoa COM

Ownership history in EVERMAY WEALTH MANAGEMENT LLC  ·  7 quarters on record

AI Ownership Summary

EVERMAY WEALTH MANAGEMENT LLC reported Alcoa COM (AA) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q3. The latest visible filing shows AA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EVERMAY WEALTH MANAGEMENT LLC's position in Alcoa COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

AA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EVERMAY WEALTH MANAGEMENT LLC held AA — position size vs. price
% of Fund (quarterly)    AA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 65 0% 0.00% $2K 2025-11-05 $35.68
2025 Q2 REDUCED 65 -37 -36.3% 0.00% $2K 2025-07-30 $29.89
2025 Q1 UNCHANGED 102 0% 0.00% $3K 2025-05-07 $24.13
2024 Q4 UNCHANGED 102 0% 0.00% $4K 2025-01-24 $36.90
2024 Q3 UNCHANGED 102 0% 0.00% $4K 2024-10-25 $40.42
2024 Q2 REDUCED 102 -32,828 -99.7% 0.00% $4K 2024-08-01 $30.85
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EVERMAY WEALTH MANAGEMENT LLC and AA

These are the practical questions this page is built to answer before you even open the full history table.

How long has EVERMAY WEALTH MANAGEMENT LLC reported owning AA?

EVERMAY WEALTH MANAGEMENT LLC reported AA across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported AA position in EVERMAY WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for AA was 0.00% in 2024 Q2.

What is the latest reported AA position on this page?

The most recent filing on this page is 2025 Q3, when EVERMAY WEALTH MANAGEMENT LLC reported 65 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this AA ownership page compare?

The chart compares EVERMAY WEALTH MANAGEMENT LLC's quarterly AA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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