Position in USFD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$248,978
-$121,798 QoQ
Shares Held
2,435
-39.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#458
of 662 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in USFD Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $1,497,606 across 3 Food Distribution names. USFD ranks #3 (16.6% of the industry book) .
All Filings in USFD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,978 | 2,435 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $370,776 | 4,021 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $226,788 | 3,011 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||