Position in BROS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$338,225
+$99,617 QoQ
Shares Held
4,710
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#338
of 549 holders
Holding Since
Sep 2025
4 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, 2026Connecticut Wealth Management, LLC holds $2,205,405 across 3 Restaurants names. BROS ranks #3 (15.3% of the industry book) .
All Filings in BROS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,225 | 4,710 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $238,608 | 4,710 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $288,346 | 4,710 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $246,521 | 4,710 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||