Position in BF-B
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,877,078
+$1,228,058 QoQ
Shares Held
69,837
+186.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#151
of 444 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in BF-B Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Lido Advisors, LLC holds $2,136,303 across 2 Beverages - Wineries & Distilleries names. BF-B ranks #1 (87.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-B |
Brown Forman Corp
This page
|
69,837 | $1,877,078 | |
| 2 | DEO |
Diageo PLC
|
3,225 | $259,225 |
All Filings in BF-B
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39 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $1,263,476 | 47,410 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $613,602 | 22,427 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 BF-B | $337,506 | 12,765 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $311,514 | 11,628 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 BF-B | $276,366 | 10,605 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 BF-B | $284,746 | 10,515 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 BF-B | $317,618 | 11,803 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 BF-B | $491,213 | 14,473 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $227,596 | 6,800 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 BF-B | $416,070 | 10,955 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $257,535 | 6,833 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 BF-B | $738,639 | 15,013 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $326,944 | 6,800 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 BF-B | $564,622 | 13,073 | Shares | Sole | 2024-08-15 | |
| 2024-06-30 | $300,084 | 6,800 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 BF-B | $426,639 | 8,265 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $364,560 | 6,885 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 BF-B | $467,763 | 8,192 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $410,277 | 6,885 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 BF-B | $471,846 | 8,179 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $400,018 | 6,885 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 BF-B | $544,657 | 8,156 | Shares | Sole | 2023-08-09 | |
| 2023-06-30 | $466,074 | 6,847 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 BF-B | $1,700,969 | 26,466 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $443,291 | 6,800 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 BF-B | $332,340 | 5,060 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $266,328 | 4,050 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 BF-B | $347,828 | 5,225 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $273,618 | 4,050 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 BF-B | $356,132 | 5,076 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $275,768 | 4,077 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 BF-B | $332,419 | 4,960 | Shares | Sole | 2022-05-17 | |
| 2022-03-31 | $254,097 | 4,050 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 BF-B | $362,041 | 4,969 | Shares | Sole | 2022-02-15 | |
| 2021-12-31 | $274,549 | 4,050 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 BF-B | $332,436 | 4,961 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 BF-B | $371,477 | 4,957 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 BF-B | $341,608 | 4,953 | Shares | Sole | 2021-05-13 | |
| 2021-03-31 | $257,863 | 4,050 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||