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Westover Capital Advisors, LLC: USFD position timeline

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

Westover Capital Advisors, LLC held 29,163 USFD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,163 shares
    Change vs previous 13F +2,236 shares

    0.5% of the 13F portfolio, value $2,981,917.

    13F-HR 0001483467-26-000003 filed by Westover Capital Advisors, 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 26,927 shares
    Change vs previous 13F +1,719 shares

    0.46% of the 13F portfolio, value $2,482,938.

    13F-HR 0001483467-26-000002 filed by Westover Capital Advisors, 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 25,208 shares
    Change vs previous 13F -3,599 shares

    0.35% of the 13F portfolio, value $1,898,667.

    13F-HR 0001483467-26-000001 filed by Westover Capital Advisors, 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 28,807 shares
    Change vs previous 13F -1,687 shares

    0.41% of the 13F portfolio, value $2,207,192.

    13F-HR 0001483467-25-000009 filed by Westover Capital Advisors, 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 30,494 shares
    Change vs previous 13F +2,488 shares

    0.47% of the 13F portfolio, value $2,348,342.

    13F-HR 0001483467-25-000008 filed by Westover Capital Advisors, 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 28,006 shares
    Change vs previous 13F +2,284 shares

    0.41% of the 13F portfolio, value $1,833,273.

    13F-HR 0001262677-25-000002 filed by Westover Capital Advisors, 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 25,722 shares
    Change vs previous 13F +17,125 shares

    0.38% of the 13F portfolio, value $1,735,206.

    13F-HR 0001483467-25-000002 filed by Westover Capital Advisors, LLC
    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 8,597 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $528,716.

    13F-HR 0001762294-24-000004 filed by Westover Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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