Position in SAM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,239
-$3,829 QoQ
Shares Held
7
-68.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#307
of 329 holders
Holding Since
Mar 2026
2 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, 2026Valued Wealth Advisors LLC holds $1,772 across 3 Beverages - Brewers names. SAM ranks #1 (69.9% of the industry book) .
All Filings in SAM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,239 | 7 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,068 | 22 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||