Position in USFD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,873
-$236,391 QoQ
Shares Held
77
-97.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#576
of 663 holders
Holding Since
Dec 2024
7 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, 2026Clearstead Advisors, LLC holds $2,422,101 across 4 Food Distribution names. USFD ranks #3 (0.3% of the industry book) .
All Filings in USFD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,873 | 77 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $244,264 | 2,649 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $67,034 | 890 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $115,389 | 1,506 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $138,078 | 1,793 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $80,843 | 1,235 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $16,932 | 251 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||