Lido Advisors, LLC

Position in BF-A — Brown Forman Corp

CIK 1650150 Los Angeles, CA

Position in BF-A

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$311,514

+$83,918 QoQ

Shares Held

11,628

+71.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

16 quarters on record

Voting authority Sole 49% Shared 0% None 51%

Consumer Defensive · as of Mar 31, 2026

Lido Advisors, LLC holds $534,268 across 2 Beverages - Wineries & Distilleries names. BF-A ranks #1 (58.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BF-A	Brown Forman Corp This page	11,628	$311,514
2	DEO	Diageo PLC	2,992	$222,754

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$311,514	11,628	+71.0%	Shares	Sole	2026-05-13
2025-03-31	$227,596	6,800	-0.5%	Shares	Sole	2025-05-15
2024-12-31	$257,535	6,833	+0.5%	Shares	Sole	2025-02-14
2024-09-30	$326,944	6,800	0.0%	Shares	Sole	2024-11-14
2024-06-30	$300,084	6,800	-1.2%	Shares	Sole	2024-08-15
2024-03-31	$364,560	6,885	0.0%	Shares	Sole	2024-05-15
2023-12-31	$410,277	6,885	0.0%	Shares	Sole	2024-02-14
2023-09-30	$400,018	6,885	+0.6%	Shares	Sole	2023-11-14
2023-06-30	$466,074	6,847	+0.7%	Shares	Sole	2023-08-09
2023-03-31	$443,291	6,800	+67.9%	Shares	Defined	2023-05-15
2022-12-31	$266,328	4,050	0.0%	Shares	Sole	2023-02-14
2022-09-30	$273,618	4,050	-0.7%	Shares	Sole	2022-11-14
2022-06-30	$275,768	4,077	+0.7%	Shares	Sole	2022-08-15
2022-03-31	$254,097	4,050	0.0%	Shares	Sole	2022-05-17
2021-12-31	$274,549	4,050	0.0%	Shares	Sole	2022-02-15
2021-03-31	$257,863	4,050	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.