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Advisors Asset Management, Inc.: USFD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on USFD, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 15,932 USFD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,932 shares
    Change vs previous 13F +279 shares

    0.02% of the 13F portfolio, value $1,629,047.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,653 shares
    Change vs previous 13F -3,378 shares

    0.02% of the 13F portfolio, value $1,443,363.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 19,031 shares
    Change vs previous 13F +251 shares

    0.02% of the 13F portfolio, value $1,433,415.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 18,780 shares
    Change vs previous 13F -3,437 shares

    0.02% of the 13F portfolio, value $1,438,924.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 22,217 shares
    Change vs previous 13F +703 shares

    0.03% of the 13F portfolio, value $1,710,931.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 21,514 shares
    Change vs previous 13F +3,618 shares

    0.03% of the 13F portfolio, value $1,408,306.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 17,896 shares
    Change vs previous 13F +3,953 shares

    0.02% of the 13F portfolio, value $1,207,264.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 13,943 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $857,495.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).