SAGE PRIVATE WEALTH GROUP, LLC

Position in SAM — Boston Beer Co Inc

CIK 1845635 OAKBROOK TERRACE, IL

Position in SAM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$281,300

-$3,704 QoQ

Shares Held

1,589

+28.5% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#176

of 329 holders

Holding Since

Dec 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

SAGE PRIVATE WEALTH GROUP, LLC holds $281,300 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	1,589	$281,300

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$281,300	1,589	+28.5%	Shares	Sole	2026-08-06
2026-03-31	$285,004	1,237	-4.8%	Shares	Sole	2026-05-01
2025-12-31	$253,669	1,300	-16.8%	Shares	Sole	2026-01-28
2025-09-30	$330,449	1,563	+1.8%	Shares	Sole	2025-10-27
2025-06-30	$292,893	1,535	+95.0%	Shares	Sole	2025-07-29
2024-12-31	$236,084	787	-3.4%	Shares	Sole	2025-01-29
2024-09-30	$235,649	815	+2.9%	Shares	Sole	2025-01-29
2024-06-30	$241,599	792	+4.5%	Shares	Sole	2025-01-29
2024-03-31	$230,750	758	+79.2%	Shares	Sole	2025-01-29
2022-09-30	$136,903	423	+1.0%	Shares	Sole	2022-11-08
2022-06-30	$126,944	419	-4.3%	Shares	Sole	2022-08-01
2022-03-31	$170,149	438	+4.0%	Shares	Sole	2022-05-13
2021-12-31	$212,647	421	+29.5%	Shares	Sole	2022-01-24
2021-09-30	$165,668	325	-1.5%	Shares	Sole	2021-11-02
2021-06-30	$336,864	330	0.0%	Shares	Sole	2021-08-16
2021-03-31	$398,072	330	-9.8%	Shares	Sole	2021-05-18
2020-12-31	$363,910	366	—	Shares	Sole	2021-03-02
No filing history on record for this holder in this stock.