Position in SAM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$301,659
New position
Shares Held
1,704
first reported quarter
Ownership
0.017%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#168
of 329 holders
Holding Since
Jun 2026
1 quarter on record
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026Simplicity Wealth,LLC holds $333,338 across 2 Beverages - Brewers names. SAM ranks #1 (90.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAM |
Boston Beer Co Inc
This page
|
1,704 | $301,659 | |
| 2 | ABEV |
Ambev S.A.
|
10,089 | $31,679 |
All Filings in SAM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,659 | 1,704 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||