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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

GO holding history

Grocery Outlet Holding Corp. 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.

GO overviewAll 13F holders of GOFull Q2 2026 holdings

Shares (Q2 2026)
3,697
Value
$36.9K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2021
Holdings of GO by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,697$36.9K<0.1%+3,655+8,702.4%AddedHolders
Q1 202642$296<0.1%−81−65.9%ReducedHolders
Q4 2025123$1.24K<0.1%−604−83.1%ReducedHolders
Q3 2025727$11.7K<0.1%+42+6.1%AddedHolders
Q2 2025685$8.51K<0.1%+444+184.2%AddedHolders
Q1 2025241$3.37K<0.1%−1,164−82.8%ReducedHolders
Q4 20241,405$21.9K<0.1%+1,304+1,291.1%AddedHolders
Q3 2024101$1.77K<0.1%−348−77.5%ReducedHolders
Q2 2024449$8.78K<0.1%+396+747.2%AddedHolders
Q1 202453$1.38K<0.1%+17+47.2%AddedHolders
Q4 202336$971<0.1%+21+140.0%AddedHolders
Q3 202315$433<0.1%−18−54.5%ReducedHolders
Q2 202333$1.01K<0.1%+33NewHolders
Q2 20220$00.0%−181−100.0%Sold outHolders
Q1 2022181$6.00K<0.1%00.0%UnchangedHolders
Q4 2021181$5.00K<0.1%–No prior filingHolders