SAM — BOSTON BEER INC

Ownership history in ELEVATION WEALTH PARTNERS, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which ELEVATION WEALTH PARTNERS, LLC reported a position in BOSTON BEER INC (SAM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2023 Q3)
Avg. % of fund
0.0%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 20 — 0% 0.00% $4K $211.42
2025 Q2 UNCHANGED 20 — 0% 0.00% $4K $190.81
2025 Q1 UNCHANGED 20 — 0% 0.00% $5K $238.84
2024 Q4 UNCHANGED 20 — 0% 0.00% $6K $299.98
2024 Q3 UNCHANGED 20 — 0% 0.00% $6K $289.14
2024 Q2 UNCHANGED 20 — 0% 0.00% $6K $305.05
2024 Q1 UNCHANGED 20 — 0% 0.00% $6K $304.42
2023 Q4 UNCHANGED 20 — 0% 0.00% $8K $345.59
2023 Q3 UNCHANGED 20 — 0% 0.01% $8K $389.53
2023 Q2 UNCHANGED 20 — 0% 0.01% $6K $308.44
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SAM price (monthly, adj. close)

Other funds also holding SAM

As of 2025 Q4 — sorted by position size

RK Asset Management, LLC 3Y 7Y 3.68% Woodson Capital Management, LP 3Y 7Y 2.7% SOUTHERNSUN ASSET MANAGEMENT, LLC 3Y 7Y 2.06% Savoir Faire Capital Management, L.P. 2.01% Monaco Asset Management SAM 3Y 1.82% Crawford Fund Management, LLC 1.58% Global Alpha Capital Management Ltd. 3Y 7Y 1.46% SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 3Y 7Y 1.29% Eschler Asset Management LLP 3Y 0.61% BCGM Wealth Management, LLC 3Y 0.48%
← Back to ELEVATION WEALTH PARTNERS, LLC Holdings