Position in BF-A
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$344,090
New position
Shares Held
12,844
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 90%
Shared 0%
None 10%
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Mar 31, 2026Corient Private Wealth LLC holds $6,311,567 across 4 Beverages - Wineries & Distilleries names. BF-A ranks #2 (5.5% of the industry book) .
All Filings in BF-A
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $344,090 | 12,844 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||