Position in SAM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,593
-$5,549 QoQ
Shares Held
9
-71.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#305
of 329 holders
Holding Since
Mar 2024
7 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, 2026Private Wealth Management Group, LLC holds $12,487 across 3 Beverages - Brewers names. SAM ranks #3 (12.8% of the industry book) .
All Filings in SAM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,593 | 9 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,142 | 31 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,049 | 31 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,554 | 31 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,915 | 31 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $477 | 2 | Shares | Sole | 2025-05-02 | |
| 2024-03-31 | $1,217 | 4 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||