Crewe Advisors LLC

Position in BF-B — Brown Forman Corp

CIK 1730033 SALT LAKE CITY, UT

Position in BF-B

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$125,226

-$24,729 QoQ

Shares Held

4,577

-18.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#344

of 444 holders

Holding Since

Jun 2022

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Crewe Advisors LLC holds $227,308 across 2 Beverages - Wineries & Distilleries names. BF-B ranks #1 (55.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BF-B	Brown Forman Corp This page	4,577	$125,226
2	DEO	Diageo PLC	1,270	$102,082

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$125,226	4,577	0.0%	Shares	Sole	2026-07-24
2026-03-31 BF-B	$27,338	1,034	-12.8%	Shares	Sole	2026-05-07
2026-03-31	$122,617	4,577	0.0%	Shares	Sole	2026-05-07
2025-12-31 BF-B	$30,907	1,186	0.0%	Shares	Sole	2026-01-16
2025-12-31	$120,420	4,577	0.0%	Shares	Sole	2026-01-16
2025-09-30 BF-B	$32,116	1,186	+2370.8%	Shares	Sole	2025-11-13
2025-09-30	$123,167	4,577	+11063.4%	Shares	Sole	2025-11-13
2025-03-31 BF-B	$1,629	48	+336.4%	Shares	Sole	2025-04-23
2023-09-30 BF-B	$634	11	+175.0%	Shares	Sole	2023-11-09
2023-06-30 BF-B	$267	4	-92.0%	Shares	Sole	2023-07-28
2022-12-31 BF-B	$3,284	50	-61.8%	Shares	Sole	2023-02-08
2022-12-31	$2,696	41	-28.1%	Shares	Sole	2023-02-08
2022-09-30 BF-B	$8,720	131	+54.1%	Shares	Sole	2022-11-14
2022-09-30	$3,850	57	+39.0%	Shares	Sole	2022-11-14
2022-06-30 BF-B	$5,963	85	—	Shares	Sole	2022-08-02
2022-06-30	$2,773	41	—	Shares	Sole	2022-08-02
No filing history on record for this holder in this stock.