Position in SYY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$12,453
+$7,246 QoQ
Shares Held
149
+104.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,529
of 1,634 holders
Holding Since
Mar 2020
10 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, 2026Golden State Wealth Management, LLC holds $263,380 across 3 Food Distribution names. SYY ranks #3 (4.7% of the industry book) .
All Filings in SYY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,453 | 149 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $5,207 | 73 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,379 | 73 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,010 | 73 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,317 | 57 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,277 | 57 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $22,096 | 289 | Shares | Sole | 2025-01-28 | |
| 2021-12-31 | $270,604 | 3,445 | Shares | Sole | 2022-02-14 | |
| 2020-09-30 | $86,548 | 1,391 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $912 | 20 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||