Position in USFD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,760,121
+$352,367 QoQ
Shares Held
29,933
-6.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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, 2026IHT Wealth Management, LLC holds $594,169 across 1 Food Distribution name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
7,109 | $594,169 |
All Filings in USFD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,760,121 | 29,933 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,407,754 | 31,967 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,669,670 | 34,843 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,880,482 | 37,404 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,522,042 | 38,528 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,628,376 | 38,962 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,428,204 | 39,483 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,296,312 | 43,343 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,293,077 | 42,488 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,943,593 | 42,801 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,724,369 | 43,435 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,940,752 | 44,108 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,661,339 | 44,974 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,569,138 | 46,124 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,216,610 | 46,014 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $1,341,912 | 43,739 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,710,659 | 45,460 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,560,801 | 44,812 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,422,758 | 41,049 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,581,237 | 41,221 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,721,270 | 45,154 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,447,519 | 43,456 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $971,880 | 43,739 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $804,319 | 40,787 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||