Position in SAM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,133
+$3,290 QoQ
Shares Held
29
+262.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#283
of 329 holders
Holding Since
Mar 2025
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, 2026Clearstead Trust, LLC holds $37,540 across 2 Beverages - Brewers names. SAM ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
|
233 | $32,407 | |
| 2 | SAM |
Boston Beer Co Inc
This page
|
29 | $5,133 |
All Filings in SAM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,133 | 29 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,843 | 8 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $390 | 2 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,748 | 13 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,777 | 46 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,671 | 7 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||