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Disclosery

Strategic Planning, Inc.: USFD position timeline

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

Strategic Planning, Inc. held 9,713 USFD shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 9,713 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $895,636.

    13F-HR 0001213900-26-058124 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 9,713 shares
    Change vs previous 13F -338 shares

    0.39% of the 13F portfolio, value $731,583.

    13F-HR 0001213900-26-017626 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 10,051 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $770,108.

    13F-HR 0001213900-25-100168 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 10,051 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $774,028.

    13F-HR 0001213900-25-100166 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 10,051 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $657,938.

    13F-HR 0001213900-25-063531 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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