Position in USFD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$544,671
+$95,717 QoQ
Shares Held
5,327
+9.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#366
of 662 holders
Holding Since
Sep 2025
4 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, 2026AE Wealth Management LLC holds $9,295,993 across 3 Food Distribution names. USFD ranks #3 (5.9% of the industry book) .
All Filings in USFD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $544,671 | 5,327 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $448,954 | 4,869 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $353,916 | 4,699 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $263,793 | 3,443 | Shares | Other | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||