SUMMIT WEALTH & RETIREMENT PLANNING, INC.
PensionPosition in BF-B — Brown Forman Corp
CIK 1766995
EAGLE, ID
Position in BF-B
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$458,838
-$281,212 QoQ
Shares Held
17,354
-38.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BF-B | $229,419 | 8,677 | Shares | Sole | 2026-05-11 | |
| 2026-03-31 | $229,419 | 8,677 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 BF-B | $370,025 | 14,199 | Shares | Sole | 2026-02-02 | |
| 2025-12-31 | $370,025 | 14,199 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||