Position in SAM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,186
-$17,089 QoQ
Shares Held
18
-79.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#292
of 329 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SAM Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026Essential Partners LLC holds $83,242 across 4 Beverages - Brewers names. SAM ranks #3 (3.8% of the industry book) .
All Filings in SAM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,186 | 18 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $20,275 | 88 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $12,878 | 66 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $59,409 | 281 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||