Position in SAM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$531
+$301 QoQ
Shares Held
3
+200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#317
of 329 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SAM Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $19,254 across 6 Beverages - Brewers names. SAM ranks #5 (2.8% of the industry book) .
All Filings in SAM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531 | 3 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $230 | 1 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $195 | 1 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $211 | 1 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $190 | 1 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $238 | 1 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $299 | 1 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $289 | 1 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $305 | 1 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $304 | 1 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $345 | 1 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $389 | 1 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $308 | 1 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $328 | 1 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $329 | 1 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $323 | 1 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $302 | 1 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $388 | 1 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $505 | 1 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $509 | 1 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $1,020 | 1 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $3,618 | 3 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $2,982 | 3 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $2,650 | 3 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $1,609 | 3 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $1,102 | 3 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||