Position in BF-B
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$276,371
-$39,375 QoQ
Shares Held
10,326
-13.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#288
of 444 holders
Holding Since
Mar 2020
17 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, 2026Integrated Wealth Concepts LLC holds $44,834,145 across 4 Beverages - Wineries & Distilleries names. BF-B ranks #3 (0.6% of the industry book) .
All Filings in BF-B
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $230,762 | 8,659 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $45,609 | 1,667 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 BF-B | $315,746 | 11,942 | Shares | Other | 2026-05-15 | |
| 2025-09-30 BF-B | $404,114 | 14,923 | Shares | Other | 2025-11-14 | |
| 2025-06-30 BF-B | $458,788 | 17,049 | Shares | Other | 2025-08-14 | |
| 2023-06-30 BF-B | $250,157 | 3,746 | Shares | Other | 2023-08-15 | |
| 2022-12-31 BF-B | $230,142 | 3,504 | Shares | Other | 2023-02-13 | |
| 2022-09-30 BF-B | $252,100 | 3,787 | Shares | Other | 2022-11-14 | |
| 2022-06-30 BF-B | $274,606 | 3,914 | Shares | Other | 2022-08-08 | |
| 2022-03-31 BF-B | $261,512 | 3,902 | Shares | Other | 2022-05-12 | |
| 2021-12-31 BF-B | $283,061 | 3,885 | Shares | Other | 2022-02-15 | |
| 2021-09-30 BF-B | $260,668 | 3,890 | Shares | Other | 2021-11-15 | |
| 2021-06-30 BF-B | $316,021 | 4,217 | Shares | Other | 2021-08-13 | |
| 2021-03-31 BF-B | $291,398 | 4,225 | Shares | Other | 2021-05-13 | |
| 2020-12-31 BF-B | $335,512 | 4,224 | Shares | Other | 2021-02-12 | |
| 2020-09-30 BF-B | $317,247 | 4,212 | Shares | Other | 2020-11-13 | |
| 2020-06-30 BF-B | $267,053 | 4,195 | Shares | Other | 2020-07-30 | |
| 2020-03-31 BF-B | $233,364 | 4,204 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||