Position in IMKTA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$743,186
+$24,336 QoQ
Shares Held
8,390
+4.9% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#105
of 237 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in IMKTA Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $3,997,852 across 4 Grocery Stores names. IMKTA ranks #2 (18.6% of the industry book) .
All Filings in IMKTA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $743,186 | 8,390 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $718,850 | 7,997 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||