Position in IMKTA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,072
-$600 QoQ
Shares Held
46
-11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#211
of 237 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IMKTA Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $665,642 across 11 Grocery Stores names. IMKTA ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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.
|
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
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|
46 | $4,072 |
All Filings in IMKTA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,072 | 46 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,672 | 52 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,809 | 41 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $18,710 | 269 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $14,766 | 233 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,367 | 21 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $322 | 5 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,609 | 102 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,997 | 102 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,381 | 16 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $753 | 10 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $826 | 10 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $887 | 10 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $964 | 10 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $792 | 10 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||