Position in USFD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,249
+$221 QoQ
Shares Held
22
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#622
of 662 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in USFD Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $31,502 across 2 Food Distribution names. USFD ranks #2 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
350 | $29,253 | |
| 2 | USFD |
US Foods Holding Corp.
This page
|
22 | $2,249 |
All Filings in USFD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,249 | 22 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,028 | 22 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,657 | 22 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,685 | 22 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,694 | 22 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $1,440 | 22 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||