Position in SAM
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$8,497
-$2,562 QoQ
Shares Held
48
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#278
of 329 holders
Holding Since
Mar 2023
14 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, 2026Kozak & Associates, Inc. holds $8,497 across 1 Beverages - Brewers name. SAM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAM |
Boston Beer Co Inc
This page
|
48 | $8,497 |
All Filings in SAM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,497 | 48 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $11,059 | 48 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $9,366 | 48 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $10,148 | 48 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $9,158 | 48 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $11,464 | 48 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $14,399 | 48 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $13,878 | 48 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $14,642 | 48 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $14,612 | 48 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $16,933 | 49 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $19,086 | 49 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $15,113 | 49 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $16,106 | 49 | Shares | Sole | 2023-04-03 | |
| No filing history on record for this holder in this stock. | ||||||