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Brown-Forman Corporation shares owned by Monograph Wealth Advisors

Quarter-by-quarter ownership of Brown-Forman Corporation (BF.B) shares owned by Monograph Wealth Advisors from 13F filings

Historical chart of Monograph Wealth Advisors investment in Brown-Forman Corporation

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All positions including Brown-Forman Corporation held by Monograph Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brown-Forman Corporation by Monograph Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $217k 5.0k 43.41
2024-03-31 $259k 5.0k 51.84
2023-12-31 $435k 7.6k 57.32
2023-09-30 $434k 7.5k 57.90

More positions owned by Monograph Wealth Advisors

DFA US Core Equity 2 ETF Etf (DFAC)
DFA World ex US Core Equity 2 ETF Etf (DFAX)
DFA US Targeted Value ETF Etf (DFAT)
DFA US Core Equity 1 ETF Etf (DCOR)
DFA US Marketwide Value ETF Etf (DFUV)
DFA International Small Cap Value ETF Etf (DISV)
Apple (AAPL)
DFA Emerging Markets Core Equity 2 ETF Etf (DFEM)
iShares 1-5 Year Investment Grade Corporate Bond ETF Etf (IGSB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
DFA US Small Cap ETF Etf (DFAS)
DFA Intl Value ETF Etf (DFIV)
Vanguard Total Market Index ETF Etf (VTI)
Kimberly-Clark Corporation (KMB)

View all positions for Monograph Wealth Advisors

Top funds holding Brown-Forman Corporation

Vanguard Group
BlackRock
State Street Corporation
Fundsmith
Van Eck Associates Corp.
Champlain Investment Partners
Geode Capital Management
Goldman Sachs Group
ProShare Advisors
Invesco
Charles Schwab Investment Management
Wellington Management Company
Lazard Asset Management
Wells Fargo & Company
Fundsmith Investment Services

View all funds holding Brown-Forman Corporation