Position in SAM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,655
-$801 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#296
of 329 holders
Holding Since
Sep 2020
13 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, 2026Fortis Group Advisors, LLC holds $2,655 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
|
15 | $2,655 |
All Filings in SAM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,655 | 15 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,456 | 15 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,926 | 15 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,171 | 15 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,862 | 15 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,582 | 15 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,499 | 15 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,337 | 15 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,575 | 15 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,566 | 15 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $10,366 | 30 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $5,842 | 15 | Shares | Sole | 2023-12-01 | |
| 2020-09-30 | $13,250 | 15 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||