Position in SAM
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$949,248
+$457,326 QoQ
Shares Held
4,120
+63.4% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
7 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, 2026Sequoia Financial Advisors, LLC holds $5,909,917 across 5 Beverages - Brewers names.
All Filings in SAM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $949,248 | 4,120 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $491,922 | 2,521 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $489,014 | 2,313 | Shares | Sole | 2025-10-29 | |
| 2021-06-30 | $256,220 | 251 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $325,695 | 270 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $248,572 | 250 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $229,673 | 260 | Shares | Sole | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||