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Boston Beer Company shares owned by Essential Planning

Quarter-by-quarter ownership of Boston Beer Company (SAM) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in Boston Beer Company

Tip: Access up to 7 years of quarterly data

All positions including Boston Beer Company held by Essential Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Boston Beer Company by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $647k 2.1k 301.61

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Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Mbs Etf (MBB)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)

View all positions for Essential Planning

Top funds holding Boston Beer Company

Vanguard Group
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Dimensional Fund Advisors
State Street Corporation
Arrowstreet Capital, Limited Partnership
Fisher Investments
UBS Group
Gotham Asset Management
Susquehanna International
Cooper Creek Partners Management
Geode Capital Management
Quantinno Capital Management
Global Alpha Capital Management

View all funds holding Boston Beer Company