Mowery & Schoenfeld Wealth Management, LLC
Position in BF-B — Brown Forman Corp
CIK 2019946
LINCOLNSHIRE, IL
Position in BF-B
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,863
+$47 QoQ
Shares Held
220
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#388
of 444 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BF-B Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $5,863 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
|
220 | $5,863 |
All Filings in BF-B
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $5,863 | 220 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 BF-B | $5,816 | 220 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 BF-B | $6,697 | 257 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 BF-B | $5,957 | 220 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 BF-B | $5,920 | 220 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 BF-B | $7,466 | 220 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 BF-B | $9,305 | 245 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 BF-B | $10,824 | 220 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 BF-B | $9,501 | 220 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 BF-B | $11,356 | 220 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 BF-B | $12,562 | 220 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||