Position in SYY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,919,993
+$927,856 QoQ
Shares Held
82,795
-1.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#311
of 1,634 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SYY Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026AE Wealth Management LLC holds $9,295,993 across 3 Food Distribution names. SYY ranks #1 (74.4% of the industry book) .
All Filings in SYY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,919,993 | 82,795 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $5,992,137 | 84,006 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $6,071,682 | 82,395 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $6,553,354 | 79,589 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $1,432,165 | 18,909 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $1,365,048 | 18,191 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $8,058,039 | 105,389 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,353,948 | 17,345 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,062,208 | 14,879 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,013,123 | 12,480 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,746,177 | 37,552 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,269,213 | 34,356 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,459,655 | 33,149 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,996,163 | 25,847 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,126,150 | 27,811 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $6,945,065 | 98,219 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $11,663,804 | 137,691 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $8,178,635 | 100,167 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $6,575,341 | 83,709 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,441,911 | 43,846 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,149,186 | 40,504 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,949,838 | 24,763 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,842,093 | 24,806 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,399,203 | 22,488 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,288,828 | 23,579 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $431,568 | 9,458 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||