Position in BF-B
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,287,994
New position
Shares Held
48,330
first reported quarter
Ownership
0.011%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#176
of 444 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $1,504,939 across 2 Beverages - Wineries & Distilleries names. BF-B ranks #1 (85.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-B |
Brown Forman Corp
This page
|
48,330 | $1,287,994 | |
| 2 | DEO |
Diageo PLC
|
2,699 | $216,945 |
All Filings in BF-B
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $1,287,994 | 48,330 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||