BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in BF-B — Brown Forman Corp
CIK 1654599
MORRISTOWN, NJ
Position in BF-B
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$985,921
-$52,726 QoQ
Shares Held
37,289
-6.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in BF-B Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $48,067 across 1 Beverages - Wineries & Distilleries name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
598 | $48,067 |
All Filings in BF-B
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BF-B | $985,921 | 37,289 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 BF-B | $1,038,647 | 39,856 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 BF-B | $1,108,059 | 40,918 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 BF-B | $1,276,933 | 47,452 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 BF-B | $1,896,397 | 55,875 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 BF-B | $2,693,275 | 70,913 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 BF-B | $6,258,338 | 127,202 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 BF-B | $7,850,257 | 181,761 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 BF-B | $11,488,650 | 222,562 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 BF-B | $13,420,555 | 235,036 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 BF-B | $14,332,215 | 248,435 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 BF-B | $17,431,783 | 261,033 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 BF-B | $17,425,782 | 271,134 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 BF-B | $17,932,216 | 273,024 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 BF-B | $18,818,407 | 282,686 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 BF-B | $20,500,681 | 292,199 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 BF-B | $20,489,823 | 305,727 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 BF-B | $23,442,850 | 321,752 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 BF-B | $22,439,437 | 334,867 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 BF-B | $27,413,951 | 365,812 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 BF-B | $26,035,002 | 377,483 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 BF-B | $30,345,675 | 382,043 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 BF-B | $29,639,775 | 393,518 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 BF-B | $25,152,256 | 395,103 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||