Position in SAM
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$460
-$234,324 QoQ
Shares Held
2
-99.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
2 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, 2026Western Wealth Management, LLC holds $948,871 across 1 Beverages - Brewers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
|
6,822 | $948,871 |
All Filings in SAM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $460 | 2 | Shares | Sole | 2026-05-19 | |
| 2021-06-30 | $234,784 | 230 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||