Position in BF-B
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$986,636
+$543,687 QoQ
Shares Held
37,022
+121.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#225
of 449 holders
Holding Since
Mar 2024
5 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, 2026NewEdge Wealth, LLC holds $3,525,438 across 2 Beverages - Wineries & Distilleries names. BF-B ranks #2 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
31,585 | $2,538,802 | |
| 2 | BF-B |
Brown Forman Corp
This page
|
37,022 | $986,636 |
All Filings in BF-B
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $493,318 | 18,511 | Shares | Sole | 2026-08-10 | |
| 2026-06-30 | $493,318 | 18,511 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 BF-B | $442,949 | 16,753 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 BF-B | $516,274 | 19,811 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 BF-B | $428,134 | 15,810 | Shares | Sole | 2025-11-07 | |
| 2024-03-31 BF-B | $12,665,483 | 245,360 | Shares | Sole | 2024-05-06 | |
| 2024-03-31 | $528,017 | 9,972 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||