SEC 13F Intelligence

Wealth Advisory Solutions, LLC / SAM

Wealth Advisory Solutions, LLC’s Boston Beer Inc Position

Does Wealth Advisory Solutions, LLC own Boston Beer Inc (SAM)? Not currently — the last reported position was 13.3K shares worth $7M in Q3 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q3 2021
Shares
13.3K
% of Portfolio
+1.51%
Quarters Held
1
position exited

Position History SAM

Reported value by quarter
Q3 ’21: $7MQ3 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202113.3K$7M+1.51%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealth Advisory Solutions, LLC’s full portfolio or all institutional holders of SAM.