True Wealth Design, LLC

Position in SAM — Boston Beer Co Inc

CIK 1966033 AKRON, OH

Position in SAM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$5,133

-$46,707 QoQ

Shares Held

-87.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#282

of 329 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

True Wealth Design, LLC holds $151,381 across 4 Beverages - Brewers names. SAM ranks #4 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TAP	Molson Coors Beverage Co	2,895	$112,789
2	BUD	Anheuser-Busch InBev SA/NV	330	$27,192
3	FMX	Mexican Economic Development Inc	49	$6,267
4	SAM	Boston Beer Co Inc This page	29	$5,133

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,133	29	-87.1%	Shares	Sole	2026-07-16
2026-03-31	$51,840	225	+55.2%	Shares	Sole	2026-04-13
2025-12-31	$28,293	145	-49.5%	Shares	Sole	2026-01-08
2025-09-30	$60,677	287	+796.9%	Shares	Sole	2025-10-21
2025-06-30	$6,105	32	+357.1%	Shares	Sole	2025-08-06
2025-03-31	$1,671	7	-97.0%	Shares	Sole	2025-05-13
2024-12-31	$69,595	232	+44.1%	Shares	Sole	2025-02-14
2024-09-30	$46,551	161	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.