Position in SYY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$873,160
-$169,684 QoQ
Shares Held
10,447
-28.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#763
of 1,634 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SYY 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. SYY ranks #2 (13.0% of the industry book) .
All Filings in SYY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $873,160 | 10,447 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,042,844 | 14,620 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,080,737 | 14,666 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,156,237 | 26,187 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,032,482 | 26,835 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,073,880 | 27,637 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,035,594 | 26,623 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $856,396 | 10,971 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||