Institute for Wealth Management, LLC.
Position in USFD — US Foods Holding Corp.
CIK 1533954
DENVER, CO
Position in USFD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$30,675
New position
Shares Held
300
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#531
of 663 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $109,658 across 2 Food Distribution names. USFD ranks #2 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
945 | $78,983 | |
| 2 | USFD |
US Foods Holding Corp.
This page
|
300 | $30,675 |
All Filings in USFD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,675 | 300 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||