Position in USFD
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$26,789
+$2,630 QoQ
Shares Held
262
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#535
of 662 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USFD Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $79,028 across 6 Food Distribution names. USFD ranks #2 (33.9% of the industry book) .
All Filings in USFD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,789 | 262 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $24,159 | 262 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $18,905 | 251 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $14,404 | 188 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $14,477 | 188 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $12,241 | 187 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $12,345 | 183 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $11,254 | 183 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $9,430 | 178 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $9,606 | 178 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $8,082 | 178 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $7,503 | 189 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $8,316 | 189 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $7,424 | 201 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $6,293 | 185 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,891 | 185 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,227 | 40 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,606 | 149 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,020 | 58 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||