Position in USFD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,304
+$1,743 QoQ
Shares Held
91
+11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#569
of 662 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $2,974,611 across 3 Food Distribution names. USFD ranks #2 (0.3% of the industry book) .
All Filings in USFD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,304 | 91 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,561 | 82 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,757 | 103 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||