Position in BF-A
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,025,627
+$16,324 QoQ
Shares Held
38,284
-0.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BF-A Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $1,025,627 across 1 Beverages - Wineries & Distilleries name. BF-A ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-A |
Brown Forman Corp
This page
|
38,284 | $1,025,627 |
All Filings in BF-A
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,025,627 | 38,284 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,009,303 | 38,362 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $987,865 | 36,710 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,008,971 | 36,730 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,224,130 | 36,574 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,376,024 | 36,509 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,755,352 | 36,509 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||