Position in BF-B
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$2,660,832
+$58,796 QoQ
Shares Held
100,130
+0.7% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 2%
None 98%
Common Shares in BF-B Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $2,660,832 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
|
100,130 | $2,660,832 |
All Filings in BF-B
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BF-B | $1,635,205 | 61,846 | Shares | Sole | 2026-04-15 | |
| 2026-03-31 | $1,025,627 | 38,284 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 BF-B | $1,592,733 | 61,118 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $1,009,303 | 38,362 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 BF-B | $1,641,453 | 60,615 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $987,865 | 36,710 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 BF-B | $1,631,309 | 60,621 | Shares | Sole | 2025-08-12 | |
| 2025-06-30 | $1,008,971 | 36,730 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 BF-B | $1,992,344 | 58,702 | Shares | Sole | 2025-05-06 | |
| 2025-03-31 | $1,224,130 | 36,574 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 BF-B | $2,227,183 | 58,641 | Shares | Sole | 2025-01-24 | |
| 2024-12-31 | $1,376,024 | 36,509 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 BF-B | $2,916,132 | 59,271 | Shares | Sole | 2024-11-12 | |
| 2024-09-30 | $1,755,352 | 36,509 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||