Position in BF-B
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,203
+$25 QoQ
Shares Held
44
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#424
of 449 holders
Holding Since
Mar 2020
26 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $11,170 across 2 Beverages - Wineries & Distilleries names. BF-B ranks #2 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
124 | $9,967 | |
| 2 | BF-B |
Brown Forman Corp
This page
|
44 | $1,203 |
All Filings in BF-B
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,203 | 44 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,178 | 44 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $1,131 | 43 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $1,157 | 43 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $686 | 25 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $836 | 25 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $942 | 25 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $1,202 | 25 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $1,103 | 25 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $1,323 | 25 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $1,489 | 25 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $1,452 | 25 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $1,701 | 25 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $1,629 | 25 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $1,644 | 25 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $1,689 | 25 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $1,691 | 25 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $1,568 | 25 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $1,694 | 25 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $1,566 | 25 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $1,762 | 25 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $1,591 | 25 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $1,836 | 25 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $1,717 | 25 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $1,439 | 25 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $1,284 | 25 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||