Position in BF-B
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$72,657
+$1,045 QoQ
Shares Held
2,748
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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, 2026HHM Wealth Advisors, LLC holds $14,468 across 1 Beverages - Wineries & Distilleries name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
180 | $14,468 |
All Filings in BF-B
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BF-B | $72,657 | 2,748 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 BF-B | $71,612 | 2,748 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 BF-B | $74,470 | 2,750 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 BF-B | $74,002 | 2,750 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 BF-B | $93,335 | 2,750 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 BF-B | $104,445 | 2,750 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||