Position in BF-B
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$574
-$24,856 QoQ
Shares Held
21
-97.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#427
of 444 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, 2026IFP Advisors, Inc holds $88,900 across 4 Beverages - Wineries & Distilleries names. BF-B ranks #4 (0.6% of the industry book) .
All Filings in BF-B
Export CSV
42 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $574 | 21 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 BF-B | $21,707 | 821 | Shares | Sole | 2026-04-13 | |
| 2026-03-31 | $3,723 | 139 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 BF-B | $29,708 | 1,140 | Shares | Sole | 2026-02-06 | |
| 2025-12-31 | $4,446 | 169 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 BF-B | $13,025 | 481 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,018 | 75 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 BF-B | $12,082 | 449 | Shares | Sole | 2025-07-24 | |
| 2025-06-30 | $2,307 | 84 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 BF-B | $13,202 | 389 | Shares | Sole | 2025-05-05 | |
| 2025-03-31 | $368 | 11 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 BF-B | $7,140 | 188 | Shares | Sole | 2025-02-04 | |
| 2024-12-31 | $565 | 15 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 BF-B | $5,805 | 118 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $192 | 4 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 BF-B | $11,013 | 255 | Shares | Sole | 2024-07-30 | |
| 2024-06-30 | $176 | 4 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 BF-B | $7,071 | 137 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $105 | 2 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 BF-B | $8,565 | 150 | Shares | Sole | 2024-01-09 | |
| 2023-12-31 | $119 | 2 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 BF-B | $114,399 | 1,983 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 BF-B | $131,489 | 1,969 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 BF-B | $306,953 | 4,776 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 BF-B | $510 | 9,055 | Shares | Sole | 2023-02-07 | |
| 2022-12-31 | $34 | 620 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 BF-B | $618,302 | 9,288 | Shares | Sole | 2022-11-08 | |
| 2022-09-30 | $41,819 | 619 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 BF-B | $596,079 | 8,496 | Shares | Sole | 2022-09-06 | |
| 2022-06-30 | $41,733 | 617 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 BF-B | $342,740 | 5,114 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $38,710 | 617 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 BF-B | $372,606 | 5,114 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 BF-B | $292,699 | 4,368 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 BF-B | $227,367 | 3,034 | Shares | Sole | 2021-07-13 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 BF-B | $205,461 | 2,979 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 BF-B | $247,742 | 3,119 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 BF-B | $223,474 | 2,967 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 BF-B | $181,621 | 2,853 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 BF-B | $155,705 | 2,805 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||