Marshall Financial Group, LLC

Position in BF-B — Brown Forman Corp

CIK 1841496 Hunt Valley, MD

Position in BF-B

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$958,555

+$112,413 QoQ

Shares Held

36,254

+11.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 BF-B	$958,555	36,254	+11.7%	Shares	Sole	2026-04-13
2025-12-31 BF-B	$846,142	32,469	+18.1%	Shares	Sole	2026-01-09
2025-09-30 BF-B	$744,320	27,486	+7.4%	Shares	Sole	2025-10-08
2025-06-30 BF-B	$688,896	25,600	+14.7%	Shares	Sole	2025-07-10
2025-03-31 BF-B	$757,642	22,323	+43.2%	Shares	Sole	2025-04-16
2024-12-31 BF-B	$592,032	15,588	+12.5%	Shares	Sole	2025-01-21
2024-09-30 BF-B	$681,567	13,853	+0.5%	Shares	Sole	2024-10-16
2024-06-30 BF-B	$595,374	13,785	+22.3%	Shares	Sole	2024-07-19
2024-03-31 BF-B	$581,912	11,273	-4.8%	Shares	Sole	2024-04-19
2023-12-31 BF-B	$675,835	11,836	-0.6%	Shares	Sole	2024-01-10
2023-09-30 BF-B	$686,972	11,908	-3.7%	Shares	Sole	2023-10-19
2023-06-30 BF-B	$825,868	12,367	-4.0%	Shares	Sole	2023-07-17
2023-03-31 BF-B	$827,861	12,881	-47.6%	Shares	Sole	2023-04-18
2022-12-31 BF-B	$1,614,480	24,581	+1.9%	Shares	Sole	2023-02-01
2022-09-30 BF-B	$1,605,069	24,111	+2.1%	Shares	Sole	2022-10-12
2022-06-30 BF-B	$1,656,758	23,614	+25.8%	Shares	Sole	2022-07-25
2022-03-31 BF-B	$1,257,898	18,769	+4.6%	Shares	Sole	2022-05-10
2021-12-31 BF-B	$1,307,691	17,948	+17.5%	Shares	Sole	2022-01-27
2021-09-30 BF-B	$1,023,510	15,274	+9.0%	Shares	Sole	2021-10-28
2021-06-30 BF-B	$1,050,059	14,012	-7.1%	Shares	Sole	2021-07-14
2021-03-31 BF-B	$1,040,205	15,082	+3.8%	Shares	Sole	2021-04-20
2020-12-31 BF-B	$1,153,641	14,524	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.