Position in USFD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,823,318
+$170,732 QoQ
Shares Held
17,832
-0.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#251
of 662 holders
Holding Since
Dec 2024
7 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, 2026Merit Financial Group, LLC holds $6,073,589 across 4 Food Distribution names. USFD ranks #2 (30.0% of the industry book) .
All Filings in USFD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,823,318 | 17,832 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,652,586 | 17,922 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,588,949 | 21,096 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,621,201 | 21,159 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,492,607 | 19,382 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,218,406 | 18,613 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $412,990 | 6,122 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||