Position in BROS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$12,351
+$3,638 QoQ
Shares Held
172
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#463
of 549 holders
Holding Since
Jun 2023
13 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, 2026CGC Financial Services, LLC holds $542,128 across 4 Restaurants names. BROS ranks #4 (2.3% of the industry book) .
All Filings in BROS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,351 | 172 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $8,713 | 172 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $10,529 | 172 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,129 | 98 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $6,700 | 98 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,050 | 98 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $6,652 | 127 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,067 | 127 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $5,257 | 127 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $4,191 | 127 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $6,143 | 194 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $3,464 | 149 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $8,449 | 297 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||