Position in BF-B
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,094
+$1,015 QoQ
Shares Held
40
+1233.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#417
of 444 holders
Holding Since
Jun 2024
7 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, 2026Activest Wealth Management holds $1,364 across 2 Beverages - Wineries & Distilleries names. BF-B ranks #1 (80.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-B |
Brown Forman Corp
This page
|
40 | $1,094 | |
| 2 | SNDL |
SNDL Inc.
|
200 | $270 |
All Filings in BF-B
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,094 | 40 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 BF-B | $26 | 1 | Shares | Sole | 2026-04-15 | |
| 2026-03-31 | $53 | 2 | Shares | Sole | 2026-04-15 | |
| 2025-09-30 BF-B | $81 | 3 | Shares | Sole | 2025-11-03 | |
| 2025-09-30 | $0 | 0 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 BF-B | $161 | 6 | Shares | Sole | 2025-07-29 | |
| 2025-06-30 | $796 | 29 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 BF-B | $644 | 19 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $66 | 2 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 BF-B | $37 | 1 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 BF-B | $0 | 0 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||