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Clearstead Advisors, LLC

Position in SAM — Boston Beer Co Inc

CIK 842775 CLEVELAND, OH

Position in SAM

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$6,196
+$5,044 QoQ
Shares Held
35
+600.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#279
of 329 holders
Holding Since
Jun 2022
11 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, 2026

Clearstead Advisors, LLC holds $472,989 across 5 Beverages - Brewers names. SAM ranks #5 (1.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 SAM
Boston Beer Co Inc
This page
35 $6,196

All Filings in SAM

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,196 35
2026-03-31 $1,152 5
2025-12-31 $5,463 28
2025-09-30 $71,459 338
2025-06-30 $17,936 94
2023-12-31 $3,455 10
2023-09-30 $2,337 6
2023-06-30 $1,850 6
2023-03-31 $1,972 6
2022-12-31 $1,977 6
2022-06-30 $1,514 5