Position in BF-A
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$557,553
-$157,000 QoQ
Shares Held
20,812
-23.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BF-A Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Mar 31, 2026EP Wealth Advisors, LLC holds $598,138 across 2 Beverages - Wineries & Distilleries names. BF-A ranks #1 (93.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-A |
Brown Forman Corp
This page
|
20,812 | $557,553 | |
| 2 | WVVI |
Willamette Valley Vineyards Inc
|
15,792 | $40,585 |
All Filings in BF-A
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $557,553 | 20,812 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $714,553 | 27,159 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $702,517 | 25,574 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $868,847 | 25,959 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $978,394 | 25,959 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,280,081 | 26,624 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,174,828 | 26,622 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $193,902 | 3,662 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $218,993 | 3,675 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $212,587 | 3,659 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $1,325,322 | 19,470 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||