Position in BF-A
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$537,728
+$12,081 QoQ
Shares Held
20,072
+0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BF-A Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Mar 31, 2026DAYMARK WEALTH PARTNERS, LLC holds $935,439 across 2 Beverages - Wineries & Distilleries names. BF-A ranks #1 (57.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-A |
Brown Forman Corp
This page
|
20,072 | $537,728 | |
| 2 | DEO |
Diageo PLC
|
5,342 | $397,711 |
All Filings in BF-A
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $537,728 | 20,072 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $525,647 | 19,979 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $537,634 | 19,979 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $548,823 | 19,979 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $668,697 | 19,979 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $753,008 | 19,979 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $960,590 | 19,979 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $882,467 | 19,997 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,406,352 | 26,560 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,582,710 | 26,560 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,482,072 | 25,509 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,736,397 | 25,509 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,587,050 | 24,345 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,600,927 | 24,345 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||