ELEVATION WEALTH PARTNERS, LLC BF/B — BROWN FORMAN CORP

Ownership history in ELEVATION WEALTH PARTNERS, LLC  ·  4 quarters on record

AI Ownership Summary

ELEVATION WEALTH PARTNERS, LLC reported BROWN FORMAN CORP (BF/B) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. The latest visible filing shows BF/B at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BF/B ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ELEVATION WEALTH PARTNERS, LLC's position in BROWN FORMAN CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

BF/B was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BF/B stock page ELEVATION WEALTH PARTNERS, LLC fund profile ELEVATION WEALTH PARTNERS, LLC full holdings
How ELEVATION WEALTH PARTNERS, LLC held BF/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 423 +388 +1108.6% 0.00% $11K 2026-10-07 $28.59
2026 Q2 UNCHANGED — — — 35 — 0% 0.00% $933 2026-07-08 $28.59
2026 Q1 ADDED — — — 35 +4 +12.9% 0.00% $926 2026-04-14 $29.21
2025 Q4 INITIATED — — — 31 — — 0.00% $808 2026-01-09 $25.72

🏢 Other funds also holding BF/B

As of 2026 Q3 — sorted by position size

CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.46% Venture Visionary Partners LLC 3Y 0.02% Versant Capital Management, Inc 3Y 7Y 0.02% GAMMA Investing LLC 0.01% TOTH FINANCIAL ADVISORY CORP 3Y 7Y 0.01% AMERICAN NATIONAL BANK & TRUST 3Y 7Y 0.01% GoalVest Advisory LLC 3Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0% Central Pacific Bank - Trust Division 0.0% Investors Research Corp 3Y 7Y 0.0%

FAQ About ELEVATION WEALTH PARTNERS, LLC and BF/B

These are the practical questions this page is built to answer before you even open the full history table.

How long has ELEVATION WEALTH PARTNERS, LLC reported owning BF/B?

ELEVATION WEALTH PARTNERS, LLC reported BF/B across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported BF/B position in ELEVATION WEALTH PARTNERS, LLC's portfolio?

The largest reported portfolio weight for BF/B was 0.00% in 2026 Q3.

What is the latest reported BF/B position on this page?

The most recent filing on this page is 2026 Q3, when ELEVATION WEALTH PARTNERS, LLC reported 423 shares, equal to 0.00% of portfolio, with an estimated market value of $11K.

What does the chart on this BF/B ownership page compare?

The chart compares ELEVATION WEALTH PARTNERS, LLC's quarterly BF/B portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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