Position in BF-B
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,283
+$69 QoQ
Shares Held
120
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#412
of 449 holders
Holding Since
Mar 2020
7 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, 2026Golden State Wealth Management, LLC holds $70,802 across 2 Beverages - Wineries & Distilleries names. BF-B ranks #2 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
840 | $67,519 | |
| 2 | BF-B |
Brown Forman Corp
This page
|
120 | $3,283 |
All Filings in BF-B
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,283 | 120 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,214 | 120 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,157 | 120 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,229 | 120 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,296 | 120 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $4,522 | 120 | Shares | Sole | 2025-01-28 | |
| 2020-03-31 BF-A | $6,165 | 120 | Shares | Sole | 2020-04-17 | |
| 2020-03-31 BF-B | $1,665 | 30 | Shares | Sole | 2020-04-17 | |
| 2020-03-31 | $1,665 | 30 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||