Position in SAM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$17,703
-$1,810 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#261
of 329 holders
Holding Since
Dec 2020
21 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, 2026Concord Wealth Partners holds $45,521 across 2 Beverages - Brewers names. SAM ranks #2 (38.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
|
200 | $27,818 | |
| 2 | SAM |
Boston Beer Co Inc
This page
|
100 | $17,703 |
All Filings in SAM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,703 | 100 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $19,513 | 100 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $21,142 | 100 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $19,081 | 100 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $23,884 | 100 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $29,998 | 100 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $28,914 | 100 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $30,505 | 100 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $30,442 | 100 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $34,559 | 100 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $38,953 | 100 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $30,844 | 100 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $32,870 | 100 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $32,952 | 100 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $16,663 | 55 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $21,365 | 55 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $27,780 | 55 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,529 | 3 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,062 | 3 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,618 | 3 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,982 | 3 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||