Position in SAM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$23,190
-$168,733 QoQ
Shares Held
131
-84.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#256
of 329 holders
Holding Since
Sep 2025
4 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, 2026ROTHSCHILD INVESTMENT LLC holds $2,174,957 across 5 Beverages - Brewers names. SAM ranks #4 (1.1% of the industry book) .
All Filings in SAM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,190 | 131 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $191,923 | 833 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $158,250 | 811 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $222,836 | 1,054 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||