Position in LFVN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,808
+$1,055 QoQ
Shares Held
290
+65.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#69
of 88 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LFVN Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,086,367 across 37 Packaged Foods names. LFVN ranks #35 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
19,348 | $673,306 | |
| 2 | CAG |
Conagra Brands Inc.
|
31,374 | $422,289 | |
| 3 | MKC |
Mccormick & Co Inc
|
6,787 | $342,195 | |
| 4 | LW |
Lamb Weston Holdings, Inc.
|
6,444 | $278,247 | |
| 5 | FLO |
Flowers Foods Inc
|
22,799 | $180,109 | |
| 6 | DAR |
Darling Ingredients Inc.
|
2,892 | $157,958 | |
| 7 | CPB |
CAMPBELL'S Co
|
6,243 | $139,027 | |
| 8 | KHC |
Kraft Heinz Co
|
5,198 | $122,772 |
All Filings in LFVN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,808 | 290 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $753 | 175 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $141 | 23 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $107 | 11 | Shares | Sole | 2025-11-10 | |
| 2024-12-31 | $2,068 | 118 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,413 | 117 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||