Position in BF-B
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$579,432
-$220,401 QoQ
Shares Held
21,915
-28.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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, 2026Premier Path Wealth Partners, LLC holds $371,757 across 1 Beverages - Wineries & Distilleries name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
4,625 | $371,757 |
All Filings in BF-B
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BF-B | $579,432 | 21,915 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 BF-B | $799,833 | 30,692 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 BF-B | $1,161,055 | 42,875 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 BF-B | $1,206,778 | 44,845 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 BF-B | $1,318,501 | 38,848 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 BF-B | $1,193,635 | 31,428 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||