Comprehensive Financial Planning, Inc./PA
Position in BROS — Dutch Bros Inc.
CIK 2044855
EAST PETERSBURG, PA
Position in BROS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,436
+$423 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#517
of 549 holders
Holding Since
Dec 2025
3 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, 2026Comprehensive Financial Planning, Inc./PA holds $25,737 across 3 Restaurants names. BROS ranks #3 (5.6% of the industry book) .
All Filings in BROS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,436 | 20 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,013 | 20 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,224 | 20 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||