Position in BF-B
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,488
+$42 QoQ
Shares Held
206
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#400
of 449 holders
Holding Since
Sep 2020
9 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, 2026Heritage Wealth Advisors holds $5,488 across 1 Beverages - Wineries & Distilleries name. BF-B ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-B |
Brown Forman Corp
This page
|
206 | $5,488 |
All Filings in BF-B
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $2,744 | 103 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $2,744 | 103 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 BF-B | $2,723 | 103 | Shares | Sole | 2026-05-14 | |
| 2026-03-31 | $2,723 | 103 | Shares | Sole | 2026-05-14 | |
| 2022-06-30 BF-B | $60,407 | 861 | Shares | Sole | 2022-08-04 | |
| 2022-06-30 | $60,407 | 861 | Shares | Sole | 2022-08-04 | |
| 2021-12-31 BF-A | $4,541 | 67 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 BF-A | $4,198 | 67 | Shares | Sole | 2021-11-02 | |
| 2021-09-30 | $4,198 | 67 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $5,020 | 67 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 BF-A | $4,265 | 67 | Shares | Sole | 2021-04-27 | |
| 2021-03-31 | $4,265 | 67 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 BF-A | $9,771 | 133 | Shares | Sole | 2021-02-01 | |
| 2020-12-31 | $9,771 | 133 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 BF-A | $4,601 | 67 | Shares | Sole | 2020-11-03 | |
| 2020-09-30 | $4,601 | 67 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||