Position in BF-B
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$10,893
-$677 QoQ
Shares Held
412
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BF-B Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $7,234 across 1 Beverages - Wineries & Distilleries name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
90 | $7,234 |
All Filings in BF-B
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BF-B | $10,893 | 412 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 BF-B | $11,570 | 444 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 BF-B | $12,673 | 468 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||