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Focus Partners Wealth: USFD position timeline

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

Focus Partners Wealth held 119,735 USFD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,735 shares
    Change vs previous 13F -17,245 shares

    0.01% of the 13F portfolio, value $12,243,011.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 117,726 shares
    • Focus Partners Advisor Solutions, LLC: 2,009 shares

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

  2. period ended2026-03-31
    13F 136,980 shares
    Change vs previous 13F -446 shares

    0.01% of the 13F portfolio, value $12,630,917.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 129,372 shares
    • Focus Partners Advisor Solutions, LLC: 7,608 shares

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

  3. period ended2025-12-31
    13F 137,426 shares
    Change vs previous 13F +20,605 shares

    0.01% of the 13F portfolio, value $10,350,978.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 127,910 shares
    • Focus Partners Advisor Solutions, LLC: 9,516 shares

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

  4. period ended2025-09-30
    13F 116,821 shares
    Change vs previous 13F +20,970 shares

    0.01% of the 13F portfolio, value $8,914,301.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 105,190 shares
    • Focus Partners Advisor Solutions, LLC: 11,631 shares

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

  5. period ended2025-06-30
    13F 95,851 shares
    Change vs previous 13F +5,750 shares

    0.01% of the 13F portfolio, value $7,381,412.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 80,646 shares
    • Focus Partners Advisor Solutions, LLC: 15,205 shares

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

  6. period ended2025-03-31
    13F/A 90,101 shares
    Change vs previous 13F +11,353 shares

    0.01% of the 13F portfolio, value $5,898,015.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 79,217 shares
    • Focus Partners Advisor Solutions, LLC: 10,884 shares

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

  7. period ended2024-12-31
    13F/A 78,748 shares
    Change vs previous 13F +13,408 shares

    0.01% of the 13F portfolio, value $5,312,353.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 75,308 shares
    • Focus Partners Advisor Solutions, LLC: 3,440 shares

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

  8. period ended2024-09-30
    13F 65,340 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,018,425.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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