EWM
LITS

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
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

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Evermay Wealth Management's LITS Position: Q2 2026 in Review

Evermay Wealth Management held its Lite Strategy Inc (LITS) position steady in Q2 2026 at 126 shares worth $117. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Evermay Wealth Management first reported a position in LITS in Q1 2023 and has held it in 11 quarters since. The position peaked at $504 in Q1 2024. 4 funds tracked by Wall St. Rank hold LITS as of Q2 2026.

  • Evermay Wealth Management held 126 shares of Lite Strategy Inc worth $117 as of Q2 2026.
  • Evermay Wealth Management left its Lite Strategy Inc share count unchanged in Q2 2026.
  • Lite Strategy Inc made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #641 holding.
  • Evermay Wealth Management first reported a position in Lite Strategy Inc in Q1 2023 and has held it in 11 quarters since.
  • Evermay Wealth Management's Lite Strategy Inc position peaked at $504 in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Lite Strategy Inc as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.