Position in SYY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$780,553
+$280,459 QoQ
Shares Held
9,339
+33.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#808
of 1,634 holders
Holding Since
Dec 2024
7 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $1,490,981 across 3 Food Distribution names. SYY ranks #1 (52.4% of the industry book) .
All Filings in SYY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $780,553 | 9,339 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $500,094 | 7,011 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $514,208 | 6,978 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $626,689 | 7,611 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $499,732 | 6,598 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $401,614 | 5,352 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $393,616 | 5,148 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||