Position in BF-B
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$222,862
New position
Shares Held
8,429
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026HB Wealth Management, LLC holds $1,546,832 across 1 Beverages - Wineries & Distilleries name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
19,244 | $1,546,832 |
All Filings in BF-B
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BF-B | $222,862 | 8,429 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||