Position in BF-A
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,250
+$41 QoQ
Shares Held
196
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2026Allworth Financial LP holds $264,128 across 5 Beverages - Wineries & Distilleries names. BF-A ranks #3 (2.0% of the industry book) .
All Filings in BF-A
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,250 | 196 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,209 | 198 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,763 | 177 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $3,735 | 136 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,451 | 133 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $151,476 | 4,019 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,298 | 131 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $5,604 | 127 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $8,260 | 156 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $8,104 | 136 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||