Position in SAM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,655
+$1,043 QoQ
Shares Held
15
+114.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#295
of 329 holders
Holding Since
Mar 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $22,359 across 4 Beverages - Brewers names. SAM ranks #4 (11.9% of the industry book) .
All Filings in SAM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,655 | 15 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,612 | 7 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $3,816 | 20 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $4,776 | 20 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $5,999 | 20 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $5,782 | 20 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $6,101 | 20 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $6,088 | 20 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $6,911 | 20 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $7,790 | 20 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $6,168 | 20 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $6,574 | 20 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||