Position in SAM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$177
-$53 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#326
of 329 holders
Holding Since
Sep 2023
12 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, 2026DHJJ Financial Advisors, Ltd. holds $5,184 across 2 Beverages - Brewers names. SAM ranks #2 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
|
36 | $5,007 | |
| 2 | SAM |
Boston Beer Co Inc
This page
|
1 | $177 |
All Filings in SAM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $177 | 1 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $230 | 1 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $195 | 1 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $211 | 1 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $190 | 1 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $238 | 1 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $299 | 1 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $289 | 1 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $305 | 1 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $304 | 1 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $345 | 1 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $389 | 1 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||