Position in WMK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$18,869
-$961 QoQ
Shares Held
241
-16.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#152
of 199 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMK 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. WMK ranks #5 (2.8% 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
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|
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
|
46 | $4,072 |
All Filings in WMK
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,869 | 241 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $19,830 | 290 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $6,983 | 109 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,054 | 126 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $25,803 | 356 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $13,251 | 172 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,505 | 37 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,930 | 28 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,757 | 28 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,803 | 28 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $3,325 | 52 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,071 | 17 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $834 | 13 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,100 | 13 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,069 | 13 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $926 | 13 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||