Position in BF-B
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$13,680
+$285 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#378
of 444 holders
Holding Since
Dec 2023
11 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, 2026Financial Perspectives, Inc holds $30,961 across 2 Beverages - Wineries & Distilleries names. BF-B ranks #2 (44.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
215 | $17,281 | |
| 2 | BF-B |
Brown Forman Corp
This page
|
500 | $13,680 |
All Filings in BF-B
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,680 | 500 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $13,395 | 500 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $13,155 | 500 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $13,455 | 500 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $13,735 | 500 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,347 | 100 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $3,769 | 100 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,808 | 100 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $4,413 | 100 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,295 | 100 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $5,959 | 100 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||