Position in TAP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,121,853
+$524,273 QoQ
Shares Held
28,795
+136.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#227
of 612 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TAP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $5,909,917 across 5 Beverages - Brewers names. TAP ranks #2 (19.0% of the industry book) .
All Filings in TAP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,121,853 | 28,795 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $597,580 | 12,198 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $736,792 | 15,845 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $644,191 | 12,661 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $300,658 | 6,252 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $219,543 | 3,706 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $226,978 | 3,964 | Shares | Sole | 2025-08-08 | |
| 2023-12-31 | $338,430 | 5,529 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||