Clearstead Advisors, LLC

Position in BF-B — Brown Forman Corp

CIK 842775 CLEVELAND, OH

Position in BF-B

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$653,686

+$299,628 QoQ

Shares Held

24,525

+83.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#220

of 444 holders

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Clearstead Advisors, LLC holds $1,253,925 across 3 Beverages - Wineries & Distilleries names. BF-B ranks #1 (52.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BF-B	Brown Forman Corp This page	24,525	$653,686
2	DEO	Diageo PLC	7,466	$600,117
3	MGPI	Mgp Ingredients Inc	7	$122

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 BF-B	$650,020	24,391	+82.1%	Shares	Sole	2026-08-06
2026-06-30	$3,666	134	+63.4%	Shares	Sole	2026-08-06
2026-03-31 BF-B	$354,058	13,391	-6.0%	Shares	Sole	2026-05-06
2025-12-31 BF-B	$371,328	14,249	+3.1%	Shares	Sole	2026-02-09
2025-12-31	$2,157	82	-50.3%	Shares	Sole	2026-02-09
2025-09-30 BF-B	$374,083	13,814	+1.4%	Shares	Sole	2025-11-10
2025-09-30	$4,440	165	+587.5%	Shares	Sole	2025-11-10
2025-06-30 BF-B	$366,568	13,622	+1.8%	Shares	Sole	2025-08-08
2025-06-30	$659	24	+118.2%	Shares	Sole	2025-08-08
2025-03-31 BF-B	$454,320	13,386	0.0%	Shares	Sole	2025-05-13
2025-03-31	$368	11	-89.9%	Shares	Sole	2025-05-13
2024-12-31 BF-B	$508,400	13,386	+0.0%	Shares	Sole	2025-02-10
2024-09-30 BF-B	$658,542	13,385	-0.4%	Shares	Sole	2024-11-13
2024-06-30 BF-B	$580,473	13,440	+7450.6%	Shares	Sole	2024-08-12
2024-03-31 BF-B	$9,188	178	+1269.2%	Shares	Sole	2024-05-14
2024-03-31	$5,771	109	—	Shares	Sole	2024-05-14
2023-03-31 BF-B	$835	13	-99.4%	Shares	Sole	2023-05-09
2022-09-30 BF-B	$133,140	2,000	+601.8%	Shares	Sole	2022-11-15
2021-09-30 BF-B	$19,097	285	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.