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LifeSteps Financial, Inc.

Position in BROS — Dutch Bros Inc.

CIK 1801373 CLAREMONT, CA

Position in BROS

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$77,339
New position
Shares Held
1,077
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#419
of 549 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Restaurants

Consumer Cyclical · as of Jun 30, 2026

LifeSteps Financial, Inc. holds $498,415 across 6 Restaurants names. BROS ranks #3 (15.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 BROS
Dutch Bros Inc.
This page
1,077 $77,339

All Filings in BROS

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $77,339 1,077