Wealth Enhancement Trust Services, Inc.
Position in PFGC — Performance Food Group Co
CIK 2067696
SIOUX FALLS, SD
Position in PFGC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$75,681
+$23,001 QoQ
Shares Held
677
+10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#391
of 524 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in PFGC Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $875,542 across 4 Food Distribution names. PFGC ranks #2 (8.6% of the industry book) .
All Filings in PFGC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,681 | 677 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $52,680 | 615 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $55,300 | 615 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||