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Disclosery

Ballentine Partners, LLC: USFD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ballentine Partners, LLC on USFD, newest first. How the timeline and the estimate are built.

Ballentine Partners, LLC held 7,131 USFD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,131 shares
    Change vs previous 13F +1,203 shares

    0.01% of the 13F portfolio, value $729,145.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, LLC
    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 5,928 shares
    Change vs previous 13F +220 shares

    0.01% of the 13F portfolio, value $546,621.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, LLC
    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 5,708 shares
    Change vs previous 13F -313 shares

    0.01% of the 13F portfolio, value $429,926.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, LLC
    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 6,021 shares
    Change vs previous 13F +1,244 shares

    0.01% of the 13F portfolio, value $461,329.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, LLC
    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 4,777 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $367,877.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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