WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in IMKTA — Ingles Markets Inc
CIK 1632972
PLYMOUTH, MN
Position in IMKTA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$358,128
+$4,861 QoQ
Shares Held
4,043
+2.9% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 13 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 24.808310660400693.ToString("F0")%
Shared 0.ToString("F0")%
None 75.19168933959931.ToString("F0")%
Common Shares in IMKTA Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $13,924,390 across 8 Grocery Stores names. IMKTA ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
|
156,295 | $8,679,061 | |
| 2 | SFM |
Sprouts Farmers Market, Inc.
|
23,941 | $2,024,929 | |
| 3 | ACI |
Albertsons Companies, Inc.
|
82,564 | $1,117,090 | |
| 4 | GO |
Grocery Outlet Holding Corp.
|
107,280 | $1,070,654 | |
| 5 | IMKTA |
Ingles Markets Inc
This page
|
4,043 | $358,128 | |
| 6 | WMK |
Weis Markets Inc
|
3,150 | $246,676 | |
| 7 | DNUT |
Krispy Kreme, Inc.
|
62,425 | $220,360 | |
| 8 | NGVC |
Natural Grocers by Vitamin Cottage, Inc.
|
6,689 | $207,492 |
All Filings in IMKTA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,128 | 4,043 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $353,267 | 3,930 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $300,454 | 4,383 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $265,510 | 3,817 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $232,794 | 3,673 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $266,186 | 4,087 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $248,416 | 3,855 | Shares | Sole | 2025-03-17 | |
| No filing history on record for this holder in this stock. | ||||||