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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

BF.B holding history

Brown Forman Corp in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BF.B overviewAll 13F holders of BF.BFull Q2 2026 holdings

Shares (Q2 2026)
39,498
Value
$1.05M
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of BF.B by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639,498$1.05M<0.1%+8,089+25.8%AddedHolders
Q1 202631,409$830.5K<0.1%+2,505+8.7%AddedHolders
Q4 202528,904$753.2K<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202545,315$1.22M<0.1%+1,675+3.8%AddedHolders
Q1 202543,640$1.48M<0.1%+170.0%AddedHolders
Q4 202443,623$1.66M<0.1%−1,227−2.7%ReducedHolders
Q3 202444,850$2.21M<0.1%+140+0.3%AddedHolders
Q2 202444,710$1.93M<0.1%+38,848+662.7%AddedHolders
Q1 20245,862$302.6K<0.1%−402−6.4%ReducedHolders
Q4 20236,264$357.7K<0.1%+137+2.2%AddedHolders
Q3 20236,127$353.5K<0.1%−84,825−93.3%ReducedHolders
Q2 202390,952$397.8K<0.1%00.0%UnchangedHolders
Q1 202390,952$2.87M0.1%+85,899+1,700.0%AddedHolders
Q4 20225,053$331.9K<0.1%+5,053NewHolders
Q3 20220$00.0%−6,710−100.0%Sold outHolders
Q2 20226,710$471.0K<0.1%+272+4.2%AddedHolders
Q1 20226,438$431.0K<0.1%+6,438NewHolders
Q3 20210$00.0%−6,906−100.0%Sold outHolders
Q2 20216,906$518.0K<0.1%−211−3.0%ReducedHolders
Q1 20217,117$491.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.