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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

KRT holding history

Karat Packaging 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.

KRT overviewAll 13F holders of KRTFull Q2 2026 holdings

Shares (Q2 2026)
200
Value
$6.69K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of KRT by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026200$6.69K<0.1%+54+37.0%AddedHolders
Q1 2026146$4.08K<0.1%+79+117.9%AddedHolders
Q4 202567$1.51K<0.1%+59+737.5%AddedHolders
Q3 20258$202<0.1%−10−55.6%ReducedHolders
Q2 202518$507<0.1%−18−50.0%ReducedHolders
Q1 202536$956<0.1%+28+350.0%AddedHolders
Q4 20248$242<0.1%+8NewHolders