Position in BROS
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$58,525
+$17,238 QoQ
Shares Held
815
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#425
of 549 holders
Holding Since
Dec 2024
7 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, 2026Bernard Wealth Management Corp. holds $181,110 across 3 Restaurants names. BROS ranks #2 (32.3% of the industry book) .
All Filings in BROS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,525 | 815 | Shares | Sole | 2026-08-21 | |
| 2026-03-31 | $41,287 | 815 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $49,894 | 815 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $42,657 | 815 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $55,721 | 815 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $50,318 | 815 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $42,689 | 815 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||