Position in BF-B
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,698
+$1,666 QoQ
Shares Held
101
+159.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#406
of 444 holders
Holding Since
Jun 2025
3 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, 2026Rialto Wealth Management, LLC holds $42,888 across 2 Beverages - Wineries & Distilleries names. BF-B ranks #2 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
500 | $40,190 | |
| 2 | BF-B |
Brown Forman Corp
This page
|
101 | $2,698 |
All Filings in BF-B
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $2,425 | 91 | Shares | Sole | 2026-08-11 | |
| 2026-06-30 | $273 | 10 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 BF-B | $925 | 35 | Shares | Sole | 2026-05-14 | |
| 2026-03-31 | $107 | 4 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 BF-B | $376 | 14 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||