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LMCG INVESTMENTS, LLC: SYY position timeline

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

LMCG INVESTMENTS, LLC held 138,971 SYY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,971 shares
    Change vs previous 13F +41,895 shares

    0.62% of the 13F portfolio, value $11,615,196.

    13F-HR 0001470944-26-000003 filed by LMCG INVESTMENTS, 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 97,076 shares
    Change vs previous 13F +9,621 shares

    0.41% of the 13F portfolio, value $6,924,431.

    13F-HR 0001470944-26-000002 filed by LMCG INVESTMENTS, 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 87,455 shares
    Change vs previous 13F +4,653 shares

    0.37% of the 13F portfolio, value $6,444,559.

    13F-HR 0001470944-26-000001 filed by LMCG INVESTMENTS, 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 82,802 shares
    Change vs previous 13F +4,248 shares

    0.4% of the 13F portfolio, value $6,817,917.

    13F-HR 0001470944-25-000002 filed by LMCG INVESTMENTS, 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 78,554 shares
    Change vs previous 13F +4,047 shares

    0.37% of the 13F portfolio, value $5,949,680.

    13F-HR 0001085146-25-004141 filed by LMCG INVESTMENTS, LLC
    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 74,507 shares
    Change vs previous 13F +26,531 shares

    0.37% of the 13F portfolio, value $5,591,006.

    13F-HR 0001085146-25-002031 filed by LMCG INVESTMENTS, LLC
    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 47,976 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,668,245.

    13F-HR 0001085146-25-000293 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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