Position in BF-B
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$52
-$952 QoQ
Shares Held
2
-94.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#445
of 449 holders
Holding Since
Dec 2023
6 quarters on record
Common Shares in BF-B Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Strategic Wealth Partners, Ltd. holds $10,581 across 2 Beverages - Wineries & Distilleries names. BF-B ranks #2 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
131 | $10,529 | |
| 2 | BF-B |
Brown Forman Corp
This page
|
2 | $52 |
All Filings in BF-B
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $26 | 1 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $26 | 1 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 BF-B | $502 | 19 | Shares | Sole | 2026-05-12 | |
| 2026-03-31 | $502 | 19 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 BF-B | $26 | 1 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $26 | 1 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 BF-B | $2,924 | 108 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $2,924 | 108 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 BF-B | $2,906 | 108 | Shares | Sole | 2025-08-11 | |
| 2025-06-30 | $2,906 | 108 | Shares | Sole | 2025-08-11 | |
| 2023-12-31 BF-B | $609,428 | 10,673 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $609,428 | 10,673 | Shares | Sole | 2024-05-20 | |
| No filing history on record for this holder in this stock. | ||||||