Position in HSY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$78,773
-$18,722 QoQ
Shares Held
449
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,163
of 1,406 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HSY Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $722,979 across 3 Confectioners names. HSY ranks #2 (10.9% of the industry book) .
All Filings in HSY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,773 | 449 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $97,495 | 469 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $68,419 | 376 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $111,292 | 595 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $115,665 | 697 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $99,195 | 580 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $94,834 | 560 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $438,790 | 2,288 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $407,548 | 2,217 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $396,195 | 2,037 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $38,592 | 207 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $39,014 | 195 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $74,159 | 297 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $70,725 | 278 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $62,292 | 269 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $31,747 | 144 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $28,831 | 134 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $29,028 | 134 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $24,377 | 126 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||