Position in BF-B
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$627,420
+$91,314 QoQ
Shares Held
23,730
+15.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BF-B Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Atria Investments, Inc holds $1,888,045 across 1 Beverages - Wineries & Distilleries name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
23,489 | $1,888,045 |
All Filings in BF-B
Export CSV
40 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BF-B | $313,710 | 11,865 | Shares | Sole | 2026-05-05 | |
| 2026-03-31 | $313,710 | 11,865 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 BF-B | $268,053 | 10,286 | Shares | Sole | 2026-02-05 | |
| 2025-12-31 | $268,053 | 10,286 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 BF-B | $334,383 | 12,348 | Shares | Sole | 2025-11-06 | |
| 2025-09-30 | $334,383 | 12,348 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 BF-B | $351,229 | 13,052 | Shares | Sole | 2025-08-04 | |
| 2025-06-30 | $351,229 | 13,052 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 BF-B | $289,779 | 8,538 | Shares | Sole | 2025-05-06 | |
| 2025-03-31 | $289,779 | 8,538 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 BF-B | $340,908 | 8,976 | Shares | Sole | 2025-02-06 | |
| 2024-12-31 | $340,908 | 8,976 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 BF-B | $316,700 | 6,437 | Shares | Sole | 2024-11-01 | |
| 2024-09-30 | $316,700 | 6,437 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 BF-B | $336,709 | 7,796 | Shares | Sole | 2024-08-13 | |
| 2024-06-30 | $336,709 | 7,796 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 BF-B | $2,246,612 | 33,642 | Shares | Sole | 2023-08-04 | |
| 2023-06-30 | $2,246,612 | 33,642 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 BF-B | $2,033,502 | 31,640 | Shares | Sole | 2023-05-10 | |
| 2023-03-31 | $2,033,502 | 31,640 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 BF-B | $2,446,382 | 37,247 | Shares | Sole | 2023-01-31 | |
| 2022-12-31 | $2,446,382 | 37,247 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 BF-B | $2,695,951 | 40,498 | Shares | Sole | 2022-11-01 | |
| 2022-09-30 | $2,695,951 | 40,498 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 BF-B | $2,812,644 | 40,089 | Shares | Sole | 2022-08-11 | |
| 2022-06-30 | $2,812,644 | 40,089 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 BF-B | $3,037,949 | 45,329 | Shares | Sole | 2022-05-02 | |
| 2022-03-31 | $3,037,949 | 45,329 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 BF-B | $3,416,332 | 46,889 | Shares | Sole | 2022-02-04 | |
| 2021-12-31 | $3,416,332 | 46,889 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 BF-B | $3,070,264 | 45,818 | Shares | Sole | 2021-11-16 | |
| 2021-09-30 | $3,070,264 | 45,818 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 BF-B | $3,083,256 | 41,143 | Shares | Sole | 2021-08-10 | |
| 2021-06-30 | $3,083,256 | 41,143 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 BF-B | $2,580,305 | 37,412 | Shares | Sole | 2021-05-11 | |
| 2021-03-31 | $2,580,305 | 37,412 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 BF-B | $4,084,211 | 51,419 | Shares | Sole | 2021-02-12 | |
| 2020-12-31 | $4,084,211 | 51,419 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 BF-B | $2,123,572 | 28,194 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $2,123,572 | 28,194 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||