Position in BF-B
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,915
-$63,656 QoQ
Shares Held
70
-97.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#411
of 444 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BF-B Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $132,773 across 2 Beverages - Wineries & Distilleries names. BF-B ranks #2 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
1,628 | $130,858 | |
| 2 | BF-B |
Brown Forman Corp
This page
|
70 | $1,915 |
All Filings in BF-B
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,915 | 70 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 BF-B | $65,571 | 2,480 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 BF-B | $68,772 | 2,639 | Shares | Sole | 2026-02-10 | |
| 2025-12-31 | $236 | 9 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 BF-B | $65,560 | 2,421 | Shares | Sole | 2025-10-30 | |
| 2025-09-30 | $242 | 9 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 BF-B | $68,862 | 2,559 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 BF-B | $3,190 | 94 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 BF-B | $3,911 | 103 | Shares | Sole | 2025-01-10 | |
| 2024-12-31 | $489 | 13 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 BF-B | $9,298 | 189 | Shares | Sole | 2024-10-08 | |
| 2024-09-30 | $2,019 | 42 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 BF-B | $6,089 | 141 | Shares | Sole | 2024-07-12 | |
| 2024-06-30 | $1,853 | 42 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 BF-B | $1,548 | 30 | Shares | Sole | 2024-04-10 | |
| 2024-03-31 | $635 | 12 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 BF-B | $2,398 | 42 | Shares | Sole | 2024-01-11 | |
| 2023-12-31 | $1,191 | 20 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||