Position in SAM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$11,683
-$3,523 QoQ
Shares Held
66
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#269
of 329 holders
Holding Since
Dec 2025
3 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, 2026Beacon Financial Strategies CORP holds $28,234 across 2 Beverages - Brewers names. SAM ranks #2 (41.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
|
119 | $16,551 | |
| 2 | SAM |
Boston Beer Co Inc
This page
|
66 | $11,683 |
All Filings in SAM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,683 | 66 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $15,206 | 66 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $12,878 | 66 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||