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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

BF.B holding history

Brown Forman Corp in every 13F filed by AE Wealth Management 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of BF.B by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−6,216−100.0%Sold outHolders
Q1 20266,216$164.3K<0.1%+747+13.7%AddedHolders
Q4 20255,469$142.5K<0.1%+5,469NewHolders
Q1 20240$00.0%−23,558−100.0%Sold outHolders
Q4 202323,558$1.34M<0.1%−11,764−33.3%ReducedHolders
Q3 202335,322$2.04M<0.1%+8,047+29.5%AddedHolders
Q2 202327,275$1.82M<0.1%+1,758+6.9%AddedHolders
Q1 202325,517$1.64M<0.1%+3,587+16.4%AddedHolders
Q4 202221,930$1.44M<0.1%−2,113−8.8%ReducedHolders
Q3 202224,043$1.60M<0.1%−6,499−21.3%ReducedHolders
Q2 202230,542$2.14M<0.1%−26,347−46.3%ReducedHolders
Q1 202256,889$3.81M<0.1%+35,692+168.4%AddedHolders
Q4 202121,197$1.54M<0.1%+13,246+166.6%AddedHolders
Q3 20217,951$533.0K<0.1%+2,302+40.8%AddedHolders
Q2 20215,649$423.0K<0.1%+30+0.5%AddedHolders
Q1 20215,619$388.0K<0.1%––Holders

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