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Equibles

MPS Loria Financial Planners, LLC

Position in BF-B — Brown Forman Corp

CIK 1716180 Burr Ridge, IL
Back to BF-B Full portfolio

Position in BF-B

as of Mar 31, 2026 · filed May 8, 2026
Position Value
$983,038
-$882 QoQ
Shares Held
37,180
-1.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BF-B Over Time

Shares Held

Position Value (USD)

All Filings in BF-B

Export CSV
43 filing rows on record
Report Date Value (USD) Shares
2026-03-31 BF-B $491,519 18,590
2026-03-31 $491,519 18,590
2025-12-31 BF-B $491,960 18,878
2025-12-31 $491,960 18,878
2025-09-30 BF-B $522,048 19,278
2025-09-30 $522,048 19,278
2025-06-30 BF-B $621,028 23,078
2025-06-30 $621,028 23,078
2025-03-31 BF-B $785,473 23,143
2025-03-31 $785,473 23,143
2024-12-31 BF-B $885,427 23,313
2024-12-31 $885,427 23,313
2024-09-30 BF-B $1,146,999 23,313
2024-09-30 $1,146,999 23,313
2024-06-30 BF-B $1,006,888 23,313
2024-06-30 $1,006,888 23,313
2024-03-31 BF-B $1,203,417 23,313
2024-03-31 $1,203,417 23,313
2023-12-31 BF-B $1,331,172 23,313
2023-12-31 $1,331,172 23,313
2023-09-30 BF-B $1,345,330 23,320
2023-09-30 $1,345,330 23,320
2023-06-30 BF-B $1,557,309 23,320
2023-06-30 $1,557,309 23,320
2023-03-31 BF-B $1,498,776 23,320
2023-03-31 $1,498,776 23,320
2022-12-31 BF-B $1,527,388 23,255
2022-12-31 $1,527,388 23,255
2022-09-30 BF-B $1,552,412 23,320
2022-09-30 $1,552,412 23,320
2022-06-30 BF-B $1,631,570 23,255
2022-06-30 $1,631,570 23,255
2022-03-31 BF-B $1,558,550 23,255
2022-03-31 $1,558,550 23,255
2021-03-31 BF-B $1,615,484 23,423
2021-03-31 $1,615,484 23,423
2020-12-31 BF-B $1,860,488 23,423
2020-12-31 $1,860,488 23,423
2020-09-30 BF-B $1,777,702 23,602
2020-09-30 $1,777,702 23,602
2020-06-30 BF-B $1,502,503 23,602
2020-06-30 $1,502,503 23,602
2020-03-31 $1,310,147 23,602

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