Position in BF-B
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$14,692
+$13,767 QoQ
Shares Held
537
+1434.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#377
of 444 holders
Holding Since
Sep 2025
4 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $21,042 across 2 Beverages - Wineries & Distilleries names. BF-B ranks #1 (69.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-B |
Brown Forman Corp
This page
|
537 | $14,692 | |
| 2 | DEO |
Diageo PLC
|
79 | $6,350 |
All Filings in BF-B
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,692 | 537 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 BF-B | $925 | 35 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 BF-B | $807 | 31 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 BF-B | $1,976 | 73 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||