Position in USFD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$918,716
+$85,784 QoQ
Shares Held
8,985
-0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#301
of 662 holders
Holding Since
Jun 2024
9 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, 2026Compound Planning, Inc. holds $1,941,011 across 3 Food Distribution names. USFD ranks #1 (47.3% of the industry book) .
All Filings in USFD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $918,716 | 8,985 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $832,932 | 9,033 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $615,815 | 8,176 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $550,361 | 7,183 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $546,077 | 7,091 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $377,704 | 5,770 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $332,442 | 4,928 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $286,036 | 4,651 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $205,191 | 3,873 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||