Position in SAM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,009
-$8,971 QoQ
Shares Held
17
-67.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#293
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, 2026Basecamp Wealth Advisors LLC holds $231,232 across 5 Beverages - Brewers names. SAM ranks #5 (1.3% 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 | $3,009 | 17 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,980 | 52 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $2,926 | 15 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||