Position in BF-B
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$835,292
-$9,104 QoQ
Shares Held
31,592
-2.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
14 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, 2026Sequoia Financial Advisors, LLC holds $442,733 across 1 Beverages - Wineries & Distilleries name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
5,508 | $442,733 |
All Filings in BF-B
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BF-B | $417,646 | 15,796 | Shares | Sole | 2026-04-30 | |
| 2026-03-31 | $417,646 | 15,796 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 BF-B | $422,198 | 16,201 | Shares | Sole | 2026-02-03 | |
| 2025-12-31 | $422,198 | 16,201 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 BF-B | $226,172 | 8,352 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $226,172 | 8,352 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 BF-B | $226,142 | 6,663 | Shares | Sole | 2025-04-23 | |
| 2025-03-31 | $226,142 | 6,663 | Shares | Sole | 2025-04-23 | |
| 2024-09-30 BF-B | $260,563 | 5,296 | Shares | Sole | 2024-10-21 | |
| 2024-09-30 | $260,563 | 5,296 | Shares | Sole | 2024-10-21 | |
| 2023-12-31 BF-B | $376,460 | 6,593 | Shares | Sole | 2024-01-26 | |
| 2023-12-31 | $376,460 | 6,593 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 BF-B | $250,201 | 4,337 | Shares | Sole | 2023-11-08 | |
| 2023-09-30 | $250,201 | 4,337 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 BF-B | $340,578 | 5,100 | Shares | Sole | 2023-08-08 | |
| 2023-06-30 | $340,578 | 5,100 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 BF-B | $353,292 | 5,497 | Shares | Sole | 2023-04-25 | |
| 2023-03-31 | $353,292 | 5,497 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $401,501 | 6,113 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 BF-B | $275,599 | 4,140 | Shares | Sole | 2022-10-26 | |
| 2022-09-30 | $275,599 | 4,140 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 BF-B | $253,067 | 3,607 | Shares | Sole | 2022-07-22 | |
| 2022-06-30 | $253,067 | 3,607 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 BF-B | $245,762 | 3,667 | Shares | Sole | 2022-05-13 | |
| 2022-03-31 | $245,762 | 3,667 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $355,848 | 4,884 | Shares | Sole | 2022-02-22 | |
| No filing history on record for this holder in this stock. | ||||||