Position in BF-B
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$218
+$113 QoQ
Shares Held
8
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#434
of 444 holders
Holding Since
Mar 2025
6 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, 2026True Wealth Design, LLC holds $6,603 across 3 Beverages - Wineries & Distilleries names. BF-B ranks #2 (3.3% of the industry book) .
All Filings in BF-B
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218 | 8 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 BF-B | $105 | 4 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 BF-B | $3,465 | 133 | Shares | Sole | 2026-01-08 | |
| 2025-12-31 | $184 | 7 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 BF-B | $3,953 | 146 | Shares | Sole | 2025-10-21 | |
| 2025-09-30 | $1,076 | 40 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 BF-B | $2,394 | 89 | Shares | Sole | 2025-08-06 | |
| 2025-06-30 | $412 | 15 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 BF-B | $2,070 | 61 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $3,547 | 106 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||