NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in BROS — Dutch Bros Inc.
CIK 1109767
CEDAR RAPIDS, IA
Position in BROS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$336,142
+$58,475 QoQ
Shares Held
4,681
-14.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#339
of 547 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BROS Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $6,328,854 across 4 Restaurants names. BROS ranks #4 (5.3% of the industry book) .
All Filings in BROS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,142 | 4,681 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $277,667 | 5,481 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $361,871 | 5,911 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $251,807 | 4,811 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $302,605 | 4,426 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||