Position in BROS
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$114,536
+$33,734 QoQ
Shares Held
1,595
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#406
of 549 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BROS Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Copia Wealth Management holds $230,342 across 4 Restaurants names. BROS ranks #1 (49.7% 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 | $114,536 | 1,595 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $80,802 | 1,595 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $97,645 | 1,595 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $83,482 | 1,595 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $109,050 | 1,595 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $98,475 | 1,595 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $72,808 | 1,390 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||