Position in BF-B
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,652
New position
Shares Held
62
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#414
of 444 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026IMA Advisory Services, Inc. holds $3,259 across 2 Beverages - Wineries & Distilleries names. BF-B ranks #1 (50.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-B |
Brown Forman Corp
This page
|
62 | $1,652 | |
| 2 | DEO |
Diageo PLC
|
20 | $1,607 |
All Filings in BF-B
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $1,652 | 62 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||