Position in BF-B
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,760
+$1,546 QoQ
Shares Held
174
+45.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#394
of 444 holders
Holding Since
Dec 2023
7 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, 2026Private Wealth Management Group, LLC holds $5,495 across 2 Beverages - Wineries & Distilleries names. BF-B ranks #1 (86.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-B |
Brown Forman Corp
This page
|
174 | $4,760 | |
| 2 | MGPI |
Mgp Ingredients Inc
|
42 | $735 |
All Filings in BF-B
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,760 | 174 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,214 | 120 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,105 | 42 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,206 | 82 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $5,489 | 164 | Shares | Sole | 2025-05-02 | |
| 2024-03-31 | $1,482 | 28 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,668 | 28 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||