Position in BF-A
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$64,108
+$57,689 QoQ
Shares Held
2,393
+880.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BF-A Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $6,222,040 across 4 Beverages - Wineries & Distilleries names. BF-A ranks #2 (1.0% of the industry book) .
All Filings in BF-A
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $64,108 | 2,393 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,419 | 244 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,539 | 243 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,894 | 251 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,049 | 121 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $528 | 11 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $485 | 11 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||