Position in BF-B
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,660
+$84 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#381
of 444 holders
Holding Since
Mar 2026
2 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, 2026PlanVest Financial, Inc holds $10,660 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
|
400 | $10,660 |
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 | $10,660 | 400 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 BF-B | $10,576 | 400 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||