Independent Advisor Alliance

Position in BF-B — Brown Forman Corp

CIK 1696899 CHARLOTTE, NC

Position in BF-B

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$482,338

+$38,676 QoQ

Shares Held

18,099

+7.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#249

of 444 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Independent Advisor Alliance holds $482,338 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	18,099	$482,338

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 BF-B	$482,338	18,099	+7.9%	Shares	Sole	2026-08-12
2026-03-31 BF-B	$443,662	16,780	-8.6%	Shares	Sole	2026-05-12
2025-12-31 BF-B	$478,305	18,354	-3.8%	Shares	Sole	2026-02-04
2025-09-30 BF-B	$516,442	19,071	+21.4%	Shares	Sole	2025-11-04
2025-06-30 BF-B	$422,620	15,705	-7.5%	Shares	Sole	2025-08-11
2025-03-31 BF-B	$576,097	16,974	+9.4%	Shares	Sole	2025-05-12
2024-12-31 BF-B	$589,106	15,511	+23.3%	Shares	Sole	2025-02-07
2024-09-30 BF-B	$618,690	12,575	+10.9%	Shares	Sole	2024-11-13
2024-06-30 BF-B	$489,904	11,343	+27.9%	Shares	Sole	2024-08-12
2024-03-31 BF-B	$457,662	8,866	+13.9%	Shares	Sole	2024-05-08
2023-12-31 BF-B	$444,295	7,781	-25.3%	Shares	Sole	2024-02-08
2023-09-30 BF-B	$601,187	10,421	+2.9%	Shares	Sole	2023-10-24
2023-06-30 BF-B	$676,281	10,127	+0.6%	Shares	Sole	2023-07-28
2023-03-31 BF-B	$647,134	10,069	+18.6%	Shares	Sole	2023-05-12
2022-09-30 BF-B	$565,179	8,490	+32.4%	Shares	Sole	2022-11-04
2022-06-30 BF-B	$450,006	6,414	+6.1%	Shares	Sole	2022-08-04
2022-03-31 BF-B	$405,001	6,043	+66.6%	Shares	Sole	2022-05-06
2021-12-31 BF-B	$264,336	3,628	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.