Position in BF-B
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,824
-$32 QoQ
Shares Held
69
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 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, 2026Whipplewood Advisors, LLC holds $1,687 across 1 Beverages - Wineries & Distilleries name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
21 | $1,687 |
All Filings in BF-B
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BF-B | $1,824 | 69 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 BF-B | $1,856 | 69 | Shares | Other | 2025-07-31 | |
| 2025-03-31 BF-B | $1,527 | 45 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 BF-B | $3,722 | 98 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||