Position in BF-B
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$56,633
-$62,317 QoQ
Shares Held
2,070
-53.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#354
of 444 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $157,574 across 3 Beverages - Wineries & Distilleries names. BF-B ranks #2 (35.9% of the industry book) .
All Filings in BF-B
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37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,633 | 2,070 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 BF-B | $66,043 | 2,498 | Shares | Sole | 2026-05-18 | |
| 2026-03-31 | $52,907 | 1,975 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 BF-B | $68,117 | 2,614 | Shares | Sole | 2026-02-06 | |
| 2025-12-31 | $55,985 | 2,128 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 BF-B | $100,573 | 3,714 | Shares | Sole | 2025-11-10 | |
| 2025-09-30 | $73,813 | 2,743 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 BF-B | $99,296 | 3,690 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $92,436 | 3,365 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 BF-B | $93,129 | 2,744 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $80,494 | 2,405 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 BF-B | $160,349 | 4,222 | Shares | Sole | 2025-02-10 | |
| 2024-12-31 | $71,234 | 1,890 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 BF-B | $75,668 | 1,538 | Shares | Sole | 2024-11-08 | |
| 2024-09-30 | $90,871 | 1,890 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 BF-B | $54,505 | 1,262 | Shares | Sole | 2024-08-13 | |
| 2024-06-30 | $83,405 | 1,890 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 BF-B | $65,194 | 1,263 | Shares | Sole | 2024-06-11 | |
| 2024-03-31 | $100,075 | 1,890 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 BF-B | $66,178 | 1,159 | Shares | Sole | 2024-02-09 | |
| 2023-12-31 | $112,625 | 1,890 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 BF-B | $71,996 | 1,248 | Shares | Sole | 2023-11-03 | |
| 2023-09-30 | $110,680 | 1,905 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 BF-B | $84,676 | 1,268 | Shares | Sole | 2023-08-04 | |
| 2023-06-30 | $131,374 | 1,930 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 BF-B | $81,172 | 1,263 | Shares | Sole | 2023-05-11 | |
| 2023-03-31 | $126,141 | 1,935 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 BF-B | $93,002 | 1,416 | Shares | Sole | 2023-02-09 | |
| 2022-12-31 | $124,812 | 1,898 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 BF-B | $86,340 | 1,297 | Shares | Sole | 2022-11-07 | |
| 2022-09-30 | $183,695 | 2,719 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 BF-B | $90,997 | 1,297 | Shares | Sole | 2022-08-01 | |
| 2022-06-30 | $127,839 | 1,890 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 BF-B | $81,763 | 1,220 | Shares | Sole | 2022-05-25 | |
| 2022-03-31 | $118,578 | 1,890 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 BF-B | $83,132 | 1,141 | Shares | Sole | 2022-02-17 | |
| 2021-12-31 | $128,123 | 1,890 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||