Position in BROS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,590
+$1,057 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#496
of 549 holders
Holding Since
Sep 2024
8 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, 2026Tanglewood Legacy Advisors, LLC holds $44,136 across 2 Restaurants names. BROS ranks #2 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
150 | $40,546 | |
| 2 | BROS |
Dutch Bros Inc.
This page
|
50 | $3,590 |
All Filings in BROS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,590 | 50 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,533 | 50 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,061 | 50 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,617 | 50 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,418 | 50 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,087 | 50 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,619 | 50 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,601 | 50 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||