Position in BF-B
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,290
+$3,718 QoQ
Shares Held
161
+1688.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#398
of 444 holders
Holding Since
Mar 2020
3 quarters on record
Voting authority
Sole 0%
Shared 100%
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, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $16,105 across 2 Beverages - Wineries & Distilleries names. BF-B ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
147 | $11,815 | |
| 2 | BF-B |
Brown Forman Corp
This page
|
161 | $4,290 |
All Filings in BF-B
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $4,290 | 161 | Shares | Other | 2026-08-04 | |
| 2020-06-30 BF-B | $572 | 9 | Shares | Other | 2020-07-31 | |
| 2020-03-31 BF-B | $610 | 11 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||