Position in BF-B
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$207,603
+$3,434 QoQ
Shares Held
7,790
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#325
of 444 holders
Holding Since
Mar 2026
2 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, 2026Proactive Wealth Strategies LLC holds $207,603 across 1 Beverages - Wineries & Distilleries name. BF-B ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-B |
Brown Forman Corp
This page
|
7,790 | $207,603 |
All Filings in BF-B
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $207,603 | 7,790 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 BF-B | $204,169 | 7,722 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||