Position in PFGC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,695
+$3,753 QoQ
Shares Held
42
+281.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#461
of 524 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFGC Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026True Wealth Design, LLC holds $223,405 across 4 Food Distribution names. PFGC ranks #3 (2.1% of the industry book) .
All Filings in PFGC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,695 | 42 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $942 | 11 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $989 | 11 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,456 | 14 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,224 | 14 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $707 | 9 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||