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LRI Investments, LLC

Position in BF-B — Brown Forman Corp

CIK 2023325 PALM BEACH GARDENS, FL

Position in BF-B

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$191
-$28,522 QoQ
Shares Held
7
-99.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#435
of 444 holders
Holding Since
Mar 2024
7 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, 2026

LRI Investments, LLC holds $130,208 across 4 Beverages - Wineries & Distilleries names. BF-B ranks #4 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 BF-B
Brown Forman Corp
This page
7 $191

All Filings in BF-B

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $191 7
2026-03-31 BF-B $28,713 1,086
2025-12-31 BF-B $30,672 1,177
2025-09-30 BF-B $44,411 1,640
2025-06-30 BF-B $41,683 1,549
2024-06-30 BF-B $3,930 91
2024-03-31 BF-B $4,697 91