Position in BF-A
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$499,874
+$220,857 QoQ
Shares Held
18,659
+75.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BF-A Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Mar 31, 2026LPL Financial LLC holds $14,519,468 across 4 Beverages - Wineries & Distilleries names. BF-A ranks #3 (3.4% of the industry book) .
All Filings in BF-A
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $499,874 | 18,659 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $279,017 | 10,605 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $281,317 | 10,454 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $298,269 | 10,858 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $429,018 | 12,818 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $480,283 | 12,743 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $597,490 | 12,427 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $959,165 | 21,735 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,264,181 | 23,875 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,436,178 | 24,101 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,402,882 | 24,146 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,665,740 | 24,471 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,604,717 | 24,616 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,618,550 | 24,613 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,544,016 | 22,854 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,573,644 | 23,265 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,434,110 | 22,858 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,548,865 | 22,848 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,406,001 | 22,435 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,554,172 | 22,045 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,403,859 | 22,049 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,619,866 | 22,048 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,524,489 | 22,197 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,395,842 | 24,246 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,245,656 | 24,244 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||