Position in SAM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$162,432
+$152,091 QoQ
Shares Held
705
+1230.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SAM Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026MAI Capital Management holds $2,778,820 across 3 Beverages - Brewers names.
All Filings in SAM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $162,432 | 705 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,341 | 53 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,262 | 58 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $19,462 | 102 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,359 | 35 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,899 | 33 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||