Ownership history in EverSource Wealth Advisors, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in KELLOGG CO COM (K). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 1,438 | -1 | -0.1% | 0.00% | $118K | — |
| 2025 Q2 | REDUCED | 1,439 | -77 | -5.1% | 0.01% | $114K | — |
| 2025 Q1 | ADDED | 1,516 | +270 | +21.7% | 0.01% | $125K | — |
| 2024 Q4 | REDUCED | 1,246 | -168 | -11.9% | 0.01% | $101K | — |
| 2024 Q3 | ADDED | 1,414 | +165 | +13.2% | 0.01% | $114K | — |
| 2024 Q2 | ADDED | 1,249 | +513 | +69.7% | 0.00% | $73K | — |
| 2024 Q1 | UNCHANGED | 736 | — | 0% | 0.00% | $41K | — |
| 2023 Q4 | ADDED | 736 | +428 | +139.0% | 0.00% | $41K | — |
| 2023 Q3 | REDUCED | 308 | -91 | -22.8% | 0.00% | $18K | — |
| 2023 Q2 | REDUCED | 399 | -63 | -13.6% | 0.00% | $27K | — |
As of 2025 Q4 — sorted by position size