Position in SAM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$177
-$13 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#325
of 329 holders
Holding Since
Jun 2025
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, 2026HFM Investment Advisors, LLC holds $3,463 across 3 Beverages - Brewers names. SAM ranks #3 (5.1% 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 | $177 | 1 | Shares | Sole | 2026-08-04 | |
| 2025-06-30 | $190 | 1 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||