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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

CHEF holding history

Chefs' Warehouse, Inc. in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CHEF overviewAll 13F holders of CHEFFull Q2 2026 holdings

Shares (Q2 2026)
179
Value
$17.2K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of CHEF by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026179$17.2K<0.1%+32+21.8%AddedHolders
Q1 2026147$8.74K<0.1%+64+77.1%AddedHolders
Q4 202583$5.17K<0.1%−337−80.2%ReducedHolders
Q3 2025420$24.5K<0.1%+77+22.4%AddedHolders
Q2 2025343$21.9K<0.1%+263+328.8%AddedHolders
Q1 202580$4.36K<0.1%+29+56.9%AddedHolders
Q4 202451$2.52K<0.1%+13+34.2%AddedHolders
Q3 202438$1.60K<0.1%00.0%UnchangedHolders
Q2 202438$1.58K<0.1%00.0%UnchangedHolders
Q1 202438$1.26K<0.1%00.0%UnchangedHolders
Q4 202338$1.12K<0.1%00.0%UnchangedHolders
Q3 202338$805<0.1%−142−78.9%ReducedHolders
Q2 2023180$6.44K<0.1%00.0%UnchangedHolders
Q1 2023180$6.13K<0.1%00.0%UnchangedHolders
Q4 2022180$5.99K<0.1%−52−22.4%ReducedHolders
Q3 2022232$7.00K<0.1%+27+13.2%AddedHolders
Q2 2022205$8.00K<0.1%+52+34.0%AddedHolders
Q1 2022153$5.00K<0.1%00.0%UnchangedHolders
Q4 2021153$5.00K<0.1%–No prior filingHolders