Position in BF-B
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,705
-$12,727 QoQ
Shares Held
172
-73.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#395
of 444 holders
Holding Since
Mar 2025
6 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, 2026Clearstead Trust, LLC holds $4,705 across 1 Beverages - Wineries & Distilleries name. BF-B ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-B |
Brown Forman Corp
This page
|
172 | $4,705 |
All Filings in BF-B
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,705 | 172 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 BF-B | $12,717 | 481 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $4,715 | 176 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 BF-B | $12,534 | 481 | Shares | Sole | 2026-02-09 | |
| 2025-12-31 | $3,893 | 148 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 BF-B | $10,344 | 382 | Shares | Sole | 2025-11-10 | |
| 2025-09-30 | $2,125 | 79 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,813 | 66 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 BF-B | $9,672 | 285 | Shares | Sole | 2025-05-09 | |
| 2025-03-31 | $2,978 | 89 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||