Evermay Wealth Management’s Lite Strategy Inc LITS Stock Holding History

Evermay Wealth Management’s Portfolio LITS Stock Details LITS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-126	Closed	-$117	–	660
2026 Q2	$117	Hold	126	–	–	﹤0.01%	641
2026 Q1	$147	Hold	126	–	–	﹤0.01%	586
2025 Q4	$167	Hold	126	–	–	﹤0.01%	558
2025 Q3	$305	Hold	126	–	–	﹤0.01%	530
2025 Q2	$312	Hold	126	–	–	﹤0.01%	544
2025 Q1	$276	Hold	126	–	–	﹤0.01%	556
2024 Q4	$310	Hold	126	–	–	﹤0.01%	548
2024 Q3	$360	Hold	126	–	–	﹤0.01%	572
2024 Q2	$367	Hold	126	–	–	﹤0.01%	580
2024 Q1	$504	Buy	+126	New	+$571	﹤0.01%	576
2023 Q2	–	Sell	-48	Closed	-$218	–	561
2023 Q1	$218	Buy	+48	New	+$268	﹤0.01%	520

Other funds holding LITS

RLH Capital Great Neck, New York $277M AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Evermay Wealth Management's LITS Position: Q3 2026 in Review

Evermay Wealth Management sold out of Lite Strategy Inc (LITS) in Q3 2026, closing a stake of 126 shares — an estimated $117 sold.

Evermay Wealth Management first reported a position in LITS in Q1 2023 and held it in 11 quarters. The position peaked at $504 in Q1 2024. 10 funds tracked by Wall St. Rank hold LITS as of Q3 2026.

Evermay Wealth Management reported no remaining Lite Strategy Inc position as of Q3 2026 after selling out during the quarter.
Evermay Wealth Management sold 126 Lite Strategy Inc shares in Q3 2026, an estimated $117.
Evermay Wealth Management first reported a position in Lite Strategy Inc in Q1 2023 and held it in 11 quarters.
Evermay Wealth Management's Lite Strategy Inc position peaked at $504 in Q1 2024.
10 funds tracked by Wall St. Rank held Lite Strategy Inc as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.