Position in BF-B
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,182
-$6,456 QoQ
Shares Held
232
-51.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#394
of 449 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $130,771 across 2 Beverages - Wineries & Distilleries names. BF-B ranks #2 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
1,550 | $124,589 | |
| 2 | BF-B |
Brown Forman Corp
This page
|
232 | $6,182 |
All Filings in BF-B
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $6,182 | 232 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 BF-B | $6,319 | 239 | Shares | Defined | 2026-04-27 | |
| 2026-03-31 | $6,319 | 239 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 BF-B | $8,469 | 325 | Shares | Defined | 2026-02-05 | |
| 2025-12-31 | $8,469 | 325 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 BF-B | $11,481 | 424 | Shares | Defined | 2025-10-27 | |
| 2025-09-30 | $11,481 | 424 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 BF-B | $28,766 | 1,069 | Shares | Defined | 2025-07-15 | |
| 2025-06-30 | $28,766 | 1,069 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 BF-B | $8,349 | 246 | Shares | Defined | 2025-04-29 | |
| 2025-03-31 | $8,349 | 246 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 BF-B | $42,499 | 1,119 | Shares | Defined | 2025-02-11 | |
| 2024-12-31 | $42,499 | 1,119 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 BF-B | $75,571 | 1,536 | Shares | Defined | 2024-11-18 | |
| 2024-09-30 | $75,571 | 1,536 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 BF-B | $54,764 | 1,268 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $54,764 | 1,268 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 BF-B | $17,189 | 333 | Shares | Defined | 2024-08-16 | |
| 2024-03-31 | $17,189 | 333 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 BF-B | $20,156 | 353 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $20,156 | 353 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 BF-B | $32,594 | 565 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $32,594 | 565 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 BF-B | $24,842 | 372 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $24,842 | 372 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 BF-B | $27,828 | 433 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $27,828 | 433 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 BF-B | $31,395 | 478 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $31,395 | 478 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 BF-B | $30,888 | 464 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $30,888 | 464 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 BF-B | $34,238 | 488 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $34,238 | 488 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 BF-B | $39,541 | 590 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $39,541 | 590 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 BF-B | $38,907 | 534 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $38,907 | 534 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 BF-B | $47,376 | 707 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $47,376 | 707 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 BF-B | $52,682 | 703 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $52,682 | 703 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 BF-B | $48,761 | 707 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $48,761 | 707 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 BF-B | $63,702 | 802 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $63,702 | 802 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 BF-B | $63,796 | 847 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $63,796 | 847 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 BF-B | $69,707 | 1,095 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $69,707 | 1,095 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 BF-B | $60,783 | 1,095 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||