Position in BROS
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$3,723,054
-$776,493 QoQ
Shares Held
73,491
-0.0% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BROS Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $4,541,957 across 3 Restaurants names.
All Filings in BROS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,723,054 | 73,491 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,499,547 | 73,498 | Shares | Sole | 2026-02-17 | |
| 2022-03-31 | $323,605 | 5,855 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $266,259 | 5,230 | Shares | Other | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||