Position in SAM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,062
+$832 QoQ
Shares Held
6
+500.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#309
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, 2026Godfrey Financial Associates, Inc. holds $27,910 across 3 Beverages - Brewers names. SAM ranks #3 (3.8% of the industry book) .
All Filings in SAM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,062 | 6 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $230 | 1 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $195 | 1 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||