Position in BF-B
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$483,030
+$25,804 QoQ
Shares Held
18,125
+4.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#248
of 444 holders
Holding Since
Mar 2020
26 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, 2026Arkadios Wealth Advisors holds $700,538 across 2 Beverages - Wineries & Distilleries names. BF-B ranks #1 (69.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-B |
Brown Forman Corp
This page
|
18,125 | $483,030 | |
| 2 | DEO |
Diageo PLC
|
2,706 | $217,508 |
All Filings in BF-B
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $483,030 | 18,125 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 BF-B | $457,226 | 17,293 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 BF-B | $539,233 | 20,692 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 BF-B | $921,477 | 34,028 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 BF-B | $640,672 | 23,808 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 BF-B | $396,791 | 11,691 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 BF-B | $495,563 | 13,048 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 BF-B | $626,808 | 12,740 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 BF-B | $568,898 | 13,172 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 BF-B | $669,408 | 12,968 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 BF-B | $737,332 | 12,913 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 BF-B | $743,508 | 12,888 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 BF-B | $874,016 | 13,088 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 BF-B | $841,165 | 13,088 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 BF-B | $866,187 | 13,188 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 BF-B | $877,925 | 13,188 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 BF-B | $1,030,510 | 14,688 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 BF-B | $984,523 | 14,690 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 BF-B | $1,070,167 | 14,688 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 BF-B | $933,784 | 13,935 | Shares | Sole | 2021-10-19 | |
| 2021-09-30 | $32,337 | 516 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 BF-B | $1,044,288 | 13,935 | Shares | Sole | 2021-07-28 | |
| 2021-06-30 | $36,378 | 516 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 BF-B | $961,096 | 13,935 | Shares | Sole | 2021-04-26 | |
| 2021-03-31 | $32,853 | 516 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 BF-B | $1,106,857 | 13,935 | Shares | Sole | 2021-02-09 | |
| 2020-12-31 | $37,910 | 516 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 BF-B | $1,049,584 | 13,935 | Shares | Sole | 2020-11-10 | |
| 2020-09-30 | $35,438 | 516 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 BF-B | $887,102 | 13,935 | Shares | Sole | 2020-08-10 | |
| 2020-06-30 | $29,706 | 516 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 BF-B | $773,531 | 13,935 | Shares | Sole | 2020-05-14 | |
| 2020-03-31 | $26,512 | 516 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||