Position in BF-B
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$8,406,439
+$7,457,878 QoQ
Shares Held
314,955
+782.1% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 4%
Shared 1%
None 95%
Common Shares in BF-B Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Corient Private Wealth LLC holds $9,951,088 across 3 Beverages - Wineries & Distilleries names. BF-B ranks #1 (84.5% of the industry book) .
All Filings in BF-B
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,909,719 | 296,800 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $604,471 | 22,862 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,000,756 | 38,402 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $871,325 | 32,176 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $992,817 | 36,894 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $1,340,900 | 39,508 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $965,412 | 25,419 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $1,499,910 | 30,486 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,177,316 | 27,259 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,837,930 | 35,605 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,894,406 | 33,177 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $1,164,876 | 20,192 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $1,375,534 | 20,598 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $1,393,502 | 21,682 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,187,822 | 18,085 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||