EverSource Wealth Advisors, LLC
Position in UNFI — United Natural Foods Inc
CIK 1710537
BIRMINGHAM, AL
Position in UNFI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,012
-$29,652 QoQ
Shares Held
66
-90.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#331
of 360 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNFI Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,049,003 across 8 Food Distribution names. UNFI ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
7,917 | $661,698 | |
| 2 | USFD |
US Foods Holding Corp.
|
2,449 | $250,407 | |
| 3 | PFGC |
Performance Food Group Co
|
531 | $59,356 | |
| 4 | ANDE |
Andersons, Inc.
|
798 | $54,582 | |
| 5 | CHEF |
Chefs' Warehouse, Inc.
|
179 | $17,198 | |
| 6 | UNFI |
United Natural Foods Inc
This page
|
66 | $3,012 | |
| 7 | AVO |
Mission Produce, Inc.
|
210 | $2,474 | |
| 8 | HFFG |
HF Foods Group Inc.
|
197 | $276 |
All Filings in UNFI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,012 | 66 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $32,664 | 725 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $29,829 | 886 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $39,914 | 1,061 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $31,046 | 1,332 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $19,800 | 723 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $16,222 | 594 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,991 | 594 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,781 | 594 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,590 | 98 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $692 | 49 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $957 | 49 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,080 | 41 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $11,032 | 285 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $9,795 | 285 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $10,283 | 261 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $10,792 | 261 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $12,809 | 261 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||