USFD US FOODS HLDG CORP

Ownership history in WEALTH ALLIANCE, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which WEALTH ALLIANCE, LLC reported a position in US FOODS HLDG CORP (USFD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2025 Q2)
Avg. % of fund
0.02%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,921 -209 -6.7% 0.02% $224K $76.62
2025 Q2 INITIATED 3,130 0.03% $241K $77.01
% of Fund (quarterly)    USFD price (monthly, adj. close)
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