LWAY — LIFEWAY FOODS INC COM

Ownership history in EverSource Wealth Advisors, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in LIFEWAY FOODS INC COM (LWAY). 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 UNCHANGED 18 — 0% 0.00% $500 $27.76
2025 Q2 ADDED 18 +14 +350.0% 0.00% $444 $24.65
2025 Q1 INITIATED 4 — — 0.00% $98 $24.45
% of Fund (quarterly)    LWAY price (monthly, adj. close)

Other funds also holding LWAY

As of 2025 Q4 — sorted by position size

Divisadero Street Capital Management, LP 3Y 1.53% Slotnik Capital, LLC 0.73% De Lisle Partners LLP 0.17% GABELLI & Co INVESTMENT ADVISERS, INC. 3Y 7Y 0.14% EntryPoint Capital, LLC 0.11% CORSAIR CAPITAL MANAGEMENT, L.P. 3Y 7Y 0.05% Cresset Asset Management, LLC 3Y 7Y 0.05% Inspire Investing, LLC 3Y 7Y 0.04% Pekin Hardy Strauss, Inc. 3Y 7Y 0.04% GAMCO INVESTORS, INC. ET AL 3Y 7Y 0.04%
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