Position in BROS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$251,335
+$36,030 QoQ
Shares Held
3,500
-17.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#369
of 549 holders
Holding Since
Jun 2024
8 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, 2026Avondale Wealth Management holds $251,335 across 1 Restaurants name. BROS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BROS |
Dutch Bros Inc.
This page
|
3,500 | $251,335 |
All Filings in BROS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,335 | 3,500 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $215,305 | 4,250 | Shares | Sole | 2026-04-15 | |
| 2025-09-30 | $222,445 | 4,250 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $153,832 | 2,250 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $77,175 | 1,250 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $65,475 | 1,250 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $64,060 | 2,000 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $238,050 | 5,750 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||