Foundations Investment Advisors, LLC
EndowmentPosition in BF-B — Brown Forman Corp
CIK 1743404
PHOENIX, AZ
Position in BF-B
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$221,328
-$11,264 QoQ
Shares Held
8,305
-5.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#313
of 444 holders
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BF-B Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Foundations Investment Advisors, LLC holds $221,328 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
|
8,305 | $221,328 |
All Filings in BF-B
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $221,328 | 8,305 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 BF-B | $232,592 | 8,797 | Shares | Sole | 2026-05-11 | |
| 2024-09-30 BF-B | $218,398 | 4,439 | Shares | Sole | 2024-10-21 | |
| 2024-03-31 BF-B | $231,722 | 4,489 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 BF-B | $260,033 | 4,554 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 BF-B | $257,816 | 4,469 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 BF-B | $309,725 | 4,638 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 BF-B | $299,819 | 4,665 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||