SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in BF-B — Brown Forman Corp
CIK 1531593
NEW YORK, NY
Position in BF-B
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,039
-$53,281 QoQ
Shares Held
39
-98.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#418
of 444 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BF-B Over Time
Shares Held
Position Value (USD)
Derivatives in BF-B
reported options exposure · as of Mar 31, 2026CallValue
$132,200
CallShares
5,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $1,039 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
|
39 | $1,039 |
All Filings in BF-B
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $1,039 | 39 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 BF-B | $132,200 | 5,000 | Call | Sole | 2026-04-30 | |
| 2026-03-31 BF-B | $740 | 28 | Shares | Sole | 2026-04-30 | |
| 2026-03-31 | $53,580 | 2,000 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 BF-B | $6,827 | 262 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 BF-B | $8,232 | 304 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 BF-B | $3,283 | 122 | Shares | Sole | 2025-08-12 | |
| 2023-06-30 BF-B | $15,960 | 239 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 BF-B | $23,072 | 359 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 BF-B | $12,150 | 185 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 BF-B | $274,934 | 4,130 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 BF-B | $26,730 | 381 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 BF-B | $5,026 | 75 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||