Position in BROS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$457,357
+$70,872 QoQ
Shares Held
6,369
-16.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#307
of 549 holders
Holding Since
Jun 2025
5 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, 2026ROI Financial Advisors, LLC holds $457,357 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
|
6,369 | $457,357 |
All Filings in BROS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,357 | 6,369 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $386,485 | 7,629 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $465,333 | 7,601 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $392,811 | 7,505 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $292,213 | 4,274 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||