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Disclosery

Williams Financial, LLC: SYY position timeline

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

Williams Financial, LLC held 2,963 SYY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,963 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $247,684.

    13F-HR 0001214659-26-008749 filed by Williams Financial, 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 2,963 shares
    Change vs previous 13F -16 shares

    0.12% of the 13F portfolio, value $211,382.

    13F-HR 0001214659-26-005070 filed by Williams Financial, 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 2,979 shares
    Change vs previous 13F +16 shares

    0.13% of the 13F portfolio, value $219,555.

    13F-HR 0001214659-26-001066 filed by Williams Financial, 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 2,963 shares
    Change vs previous 13F +2,963 shares

    0.25% of the 13F portfolio, value $244,010.

    13F-HR 0001214659-25-015285 filed by Williams Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -3,443 shares

    13F-HR 0001214659-25-006263 filed by Williams Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  6. period ended2024-12-31
    13F 3,443 shares
    Change vs previous 13F -250 shares

    0.16% of the 13F portfolio, value $263,285.

    13F-HR 0001214659-25-001261 filed by Williams Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 3,693 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $288,310.

    13F-HR 0001214659-24-017784 filed by Williams Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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