Position in BF-B
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$62,926
+$2,470 QoQ
Shares Held
2,349
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#352
of 444 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, 2026Allworth Financial LP holds $341,888 across 5 Beverages - Wineries & Distilleries names. BF-B ranks #2 (18.4% of the industry book) .
All Filings in BF-B
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $50,341 | 1,889 | Shares | Sole | 2026-08-11 | |
| 2026-06-30 | $12,585 | 460 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 BF-B | $55,206 | 2,088 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $5,250 | 196 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 BF-B | $94,180 | 3,614 | Shares | Sole | 2026-02-05 | |
| 2025-12-31 | $5,209 | 198 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 BF-B | $100,737 | 3,720 | Shares | Sole | 2025-12-02 | |
| 2025-09-30 | $4,763 | 177 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 BF-B | $46,581 | 1,731 | Shares | Sole | 2025-08-07 | |
| 2025-06-30 | $3,735 | 136 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 BF-B | $87,904 | 2,590 | Shares | Sole | 2025-04-30 | |
| 2025-03-31 | $4,451 | 133 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 BF-B | $58,489 | 1,540 | Shares | Sole | 2025-01-30 | |
| 2024-12-31 | $151,476 | 4,019 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 BF-B | $75,571 | 1,536 | Shares | Sole | 2024-10-23 | |
| 2024-09-30 | $6,298 | 131 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 BF-B | $78,562 | 1,819 | Shares | Sole | 2024-07-24 | |
| 2024-06-30 | $5,604 | 127 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 BF-B | $77,378 | 1,499 | Shares | Sole | 2024-04-25 | |
| 2024-03-31 | $8,260 | 156 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 BF-B | $100,267 | 1,756 | Shares | Sole | 2024-01-24 | |
| 2023-12-31 | $8,104 | 136 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 BF-B | $36,344 | 630 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 BF-B | $36,194 | 542 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 BF-B | $300,462 | 4,675 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 BF-B | $303,507 | 4,621 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 BF-B | $375,920 | 5,647 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 BF-B | $258,609 | 3,686 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 BF-B | $234,637 | 3,501 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 BF-B | $289,691 | 3,976 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 BF-B | $233,395 | 3,483 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 BF-B | $261,016 | 3,483 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 BF-B | $240,222 | 3,483 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 BF-B | $276,654 | 3,483 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 BF-B | $262,339 | 3,483 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 BF-B | $221,727 | 3,483 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 BF-B | $193,341 | 3,483 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||