Position in SAM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$354
-$1,489 QoQ
Shares Held
2
-75.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#319
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, 2026JPL Wealth Management, LLC holds $9,096 across 3 Beverages - Brewers names. SAM ranks #3 (3.9% of the industry book) .
All Filings in SAM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354 | 2 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,843 | 8 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||