Portside Wealth Group, LLC: USFD position timeline

Portside Wealth Group, LLC held 0 USFD shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -4,015 shares

   13F-HR 0002085853-25-000232 filed by Portside Wealth Group, LLC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 4,015 shares

   Change vs previous 13F -1,424 shares

   0.05% of the 13F portfolio, value $309,195.

   13F-HR 0001667731-25-001085 filed by Portside Wealth Group, LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F/A 5,439 shares

   Change vs previous 13F +71 shares

   0.06% of the 13F portfolio, value $356,037.

   13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F/A 5,368 shares

   Change vs previous 13F -292 shares

   0.06% of the 13F portfolio, value $362,125.

   13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-09-30

   13F 5,660 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $348,091.

   13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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