Position in SYY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$95,699
+$72,232 QoQ
Shares Held
1,145
+248.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,375
of 1,630 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $223,405 across 4 Food Distribution names. SYY ranks #2 (42.8% of the industry book) .
All Filings in SYY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,699 | 1,145 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $23,467 | 329 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $11,348 | 154 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,611 | 56 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,241 | 56 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,951 | 26 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,911 | 25 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,795 | 23 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,713 | 24 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,055 | 13 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $511 | 7 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $462 | 7 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $519 | 7 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $540 | 7 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $535 | 7 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||