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, 2026Clearstead Advisors, LLC holds $472,989 across 5 Beverages - Brewers names. SAM ranks #5 (1.3% of the industry book) .
All Filings in SAM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,196 | 35 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,152 | 5 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,463 | 28 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $71,459 | 338 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $17,936 | 94 | Shares | Sole | 2025-08-08 | |
| 2023-12-31 | $3,455 | 10 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,337 | 6 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,850 | 6 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,972 | 6 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,977 | 6 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $1,514 | 5 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||