Position in USFD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$16,462
+$7,979 QoQ
Shares Held
161
+75.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#551
of 663 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USFD Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026Bogart Wealth, LLC holds $122,001 across 3 Food Distribution names. USFD ranks #2 (13.5% of the industry book) .
All Filings in USFD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,462 | 161 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $8,483 | 92 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,983 | 106 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,589 | 86 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $6,622 | 86 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,629 | 86 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,801 | 86 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,289 | 86 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $4,556 | 86 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,641 | 86 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,905 | 86 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,414 | 86 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,784 | 86 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,176 | 86 | Shares | Sole | 2023-04-21 | |
| No filing history on record for this holder in this stock. | ||||||