Dynasty Wealth Management, LLC
Position in PFGC — Performance Food Group Co
CIK 1727599
ST. PETERSBURG, FL
Position in PFGC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$750,781
+$122,380 QoQ
Shares Held
6,716
-8.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#266
of 528 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFGC Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026Dynasty Wealth Management, LLC holds $6,697,483 across 3 Food Distribution names. PFGC ranks #3 (11.2% of the industry book) .
All Filings in PFGC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $750,781 | 6,716 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $628,401 | 7,336 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $655,876 | 7,294 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $778,739 | 7,485 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $767,024 | 8,769 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $782,289 | 9,949 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $834,339 | 9,868 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $819,671 | 10,459 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $722,582 | 10,930 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $721,694 | 9,669 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||