Global Retirement Partners, LLC

Pension

Position in BF-B — Brown Forman Corp

CIK 1749744 San Rafael, CA

Back to BF-B Full portfolio

Position in BF-B

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$48,385

+$14,820 QoQ

Shares Held

1,814

+40.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#362

of 449 holders

Holding Since

Mar 2020

24 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, 2026

Global Retirement Partners, LLC holds $547,963 across 4 Beverages - Wineries & Distilleries names. BF-B ranks #3 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DEO	Diageo PLC	5,518	$443,536
2	MGPI	Mgp Ingredients Inc	3,137	$54,960
3	BF-B	Brown Forman Corp This page	1,814	$48,385
4	SNDL	SNDL Inc.	802	$1,082

All Filings in BF-B

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50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 BF-B	$46,744	1,754	+36.2%	Shares	Sole	2026-08-06
2026-06-30	$1,641	60	-93.0%	Shares	Sole	2026-08-06
2025-12-31 BF-B	$33,565	1,288	+49.8%	Shares	Sole	2026-02-06
2025-09-30 BF-A	$645	24	+200.0%	Shares	Sole	2025-10-21
2025-09-30 BF-B	$23,288	860	-26.2%	Shares	Sole	2025-10-21
2025-09-30	$23,288	860	-26.2%	Shares	Sole	2025-10-21
2025-06-30 BF-B	$31,350	1,165	+182.1%	Shares	Sole	2025-08-12
2025-06-30	$31,350	1,165	+182.1%	Shares	Sole	2025-08-12
2024-12-31 BF-A	$301	8	-72.4%	Shares	Sole	2025-01-31
2024-12-31 BF-B	$15,685	413	0.0%	Shares	Sole	2025-01-31
2024-12-31	$15,685	413	0.0%	Shares	Sole	2025-01-31
2024-09-30 BF-A	$1,394	29	+7.4%	Shares	Sole	2024-10-16
2024-09-30 BF-B	$20,319	413	+4.8%	Shares	Sole	2024-10-16
2024-09-30	$20,319	413	+4.8%	Shares	Sole	2024-10-16
2024-06-30 BF-A	$1,191	27	-58.5%	Shares	Sole	2024-07-23
2024-06-30 BF-B	$17,016	394	+25.9%	Shares	Sole	2024-07-23
2024-06-30	$17,016	394	+25.9%	Shares	Sole	2024-07-23
2024-03-31 BF-B	$16,157	313	+11.0%	Shares	Sole	2024-04-23
2024-03-31	$16,157	313	+11.0%	Shares	Sole	2024-04-23
2023-12-31 BF-A	$3,873	65	-17.7%	Shares	Sole	2024-01-18
2023-12-31 BF-B	$16,102	282	-12.7%	Shares	Sole	2024-01-18
2023-12-31	$16,102	282	-12.7%	Shares	Sole	2024-01-18
2023-09-30 BF-A	$4,589	79	0.0%	Shares	Sole	2023-10-13
2023-09-30 BF-B	$18,633	323	-2.4%	Shares	Sole	2023-10-13
2023-09-30	$18,633	323	-2.4%	Shares	Sole	2023-10-13
2023-06-30 BF-A	$5,377	79	0.0%	Shares	Sole	2023-07-20
2023-06-30 BF-B	$22,104	331	-6.0%	Shares	Sole	2023-07-20
2023-06-30	$22,104	331	-6.0%	Shares	Sole	2023-07-20
2023-03-31 BF-A	$5,150	79	—	Shares	Sole	2023-05-08
2023-03-31 BF-B	$22,623	352	-77.6%	Shares	Sole	2023-05-08
2023-03-31	$22,623	352	-77.6%	Shares	Sole	2023-05-08
2022-12-31 BF-B	$103,183	1,571	+292.8%	Shares	Sole	2023-02-13
2022-12-31	$103,183	1,571	+292.8%	Shares	Sole	2023-02-13
2022-09-30 BF-B	$26,628	400	+7.0%	Shares	Sole	2022-11-03
2022-09-30	$26,628	400	+7.0%	Shares	Sole	2022-11-03
2022-06-30 BF-B	$26,239	374	+3.3%	Shares	Sole	2022-07-15
2022-06-30	$26,239	374	+3.3%	Shares	Sole	2022-07-15
2022-03-31 BF-B	$24,261	362	+24.4%	Shares	Sole	2022-07-14
2022-03-31	$24,261	362	+24.4%	Shares	Sole	2022-07-14
2021-12-31 BF-B	$21,202	291	+1.4%	Shares	Sole	2022-01-21
2021-12-31	$21,202	291	+1.4%	Shares	Sole	2022-01-21
2021-09-30 BF-B	$19,231	287	+1.8%	Shares	Sole	2021-10-22
2021-09-30	$19,231	287	+1.8%	Shares	Sole	2021-10-22
2021-06-30 BF-B	$21,133	282	+33.6%	Shares	Sole	2021-07-15
2021-06-30	$21,133	282	+33.6%	Shares	Sole	2021-07-15
2021-03-31 BF-B	$14,552	211	0.0%	Shares	Sole	2021-04-14
2021-03-31	$14,552	211	0.0%	Shares	Sole	2021-04-14
2020-12-31 BF-B	$16,759	211	0.0%	Shares	Sole	2021-01-13
2020-12-31	$16,759	211	—	Shares	Sole	2021-01-13
2020-09-30 BF-B	$15,892	211	—	Shares	Sole	2020-10-09
No filing history on record for this holder in this stock.