EverSource Wealth Advisors, LLC

Position in GO — Grocery Outlet Holding Corp.

CIK 1710537 BIRMINGHAM, AL

Position in GO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$36,894

+$35,653 QoQ

Shares Held

3,697

+2905.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#182

of 242 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $665,642 across 11 Grocery Stores names. GO ranks #4 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SFM	Sprouts Farmers Market, Inc.	3,666	$310,066
2	KR	Kroger Co	3,946	$219,116
3	ACI	Albertsons Companies, Inc.	4,315	$58,379
4	GO	Grocery Outlet Holding Corp. This page	3,697	$36,894
5	WMK	Weis Markets Inc	241	$18,869
6	DNUT	Krispy Kreme, Inc.	2,741	$9,673
7	NGVC	Natural Grocers by Vitamin Cottage, Inc.	191	$5,923
8	IMKTA	Ingles Markets Inc	46	$4,072

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,894	3,697	+2905.7%	Shares	Sole	2026-07-24
2025-12-31	$1,241	123	-83.1%	Shares	Sole	2026-02-06
2025-09-30	$11,666	727	+6.1%	Shares	Sole	2025-11-10
2025-06-30	$8,506	685	+184.2%	Shares	Sole	2025-08-13
2025-03-31	$3,368	241	-82.8%	Shares	Sole	2025-05-13
2024-12-31	$21,931	1,405	+1291.1%	Shares	Sole	2025-02-10
2024-09-30	$1,772	101	-77.5%	Shares	Sole	2024-11-08
2024-06-30	$9,931	449	+747.2%	Shares	Sole	2024-08-13
2024-03-31	$1,525	53	+47.2%	Shares	Sole	2024-06-11
2023-12-31	$970	36	+140.0%	Shares	Sole	2024-02-09
2023-09-30	$432	15	-54.5%	Shares	Sole	2023-11-03
2023-06-30	$1,010	33	-81.8%	Shares	Sole	2023-08-04
2022-03-31	$5,933	181	0.0%	Shares	Sole	2022-05-25
2021-12-31	$5,118	181	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.