Position in BF-B
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$23,580
+$1,864 QoQ
Shares Held
866
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#374
of 449 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $26,215 across 3 Beverages - Wineries & Distilleries names. BF-B ranks #1 (89.9% of the industry book) .
All Filings in BF-B
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-A | $19,370 | 708 | Shares | Sole | 2026-08-11 | |
| 2026-06-30 BF-B | $2,105 | 79 | Shares | Sole | 2026-08-11 | |
| 2026-06-30 | $2,105 | 79 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 BF-B | $2,749 | 104 | Shares | Sole | 2026-05-08 | |
| 2026-03-31 | $18,967 | 708 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 BF-B | $1,355 | 52 | Shares | Sole | 2026-03-04 | |
| 2025-12-31 | $18,627 | 708 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||