WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in BF-B — Brown Forman Corp
CIK 1632972
PLYMOUTH, MN
Position in BF-B
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$1,902,674
-$2,123,496 QoQ
Shares Held
71,962
-53.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BF-B Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $6,337,785 across 2 Beverages - Wineries & Distilleries names.
All Filings in BF-B
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BF-B | $951,337 | 35,981 | Shares | Sole | 2026-04-08 | |
| 2026-03-31 | $951,337 | 35,981 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 BF-A | $217,294 | 8,259 | Shares | Sole | 2026-01-08 | |
| 2025-12-31 BF-B | $1,904,438 | 73,079 | Shares | Sole | 2026-01-08 | |
| 2025-12-31 | $1,904,438 | 73,079 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 BF-A | $219,612 | 8,161 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 BF-B | $3,195,060 | 117,986 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $3,195,060 | 117,986 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 BF-A | $207,865 | 7,567 | Shares | Sole | 2025-07-10 | |
| 2025-06-30 BF-B | $3,244,404 | 120,565 | Shares | Sole | 2025-07-10 | |
| 2025-06-30 | $3,244,404 | 120,565 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 BF-A | $323,286 | 9,659 | Shares | Sole | 2025-04-16 | |
| 2025-03-31 BF-B | $4,220,608 | 124,355 | Shares | Sole | 2025-04-16 | |
| 2025-03-31 | $4,220,608 | 124,355 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,185,154 | 83,864 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 BF-B | $5,161,572 | 104,910 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $5,161,572 | 104,910 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 BF-B | $3,870,946 | 89,626 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $3,870,946 | 89,626 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 BF-B | $4,623,293 | 89,564 | Shares | Sole | 2024-04-15 | |
| 2024-03-31 | $4,623,293 | 89,564 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 BF-B | $4,639,546 | 81,253 | Shares | Sole | 2024-01-30 | |
| 2023-12-31 | $4,639,546 | 81,253 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 BF-B | $4,239,638 | 73,490 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $4,239,638 | 73,490 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 BF-A | $736,255 | 11,294 | Shares | Sole | 2023-04-25 | |
| 2023-03-31 | $736,255 | 11,294 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||