INDEPENDENT FINANCIAL GROUP, LLC

Position in BROS — Dutch Bros Inc.

CIK 275484 SAN DIEGO, CA

Position in BROS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,751,733

+$487,159 QoQ

Shares Held

24,394

-2.3% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#207

of 549 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $12,516,547 across 7 Restaurants names. BROS ranks #3 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp	45,012	$4,599,776
2	MCD	Mcdonalds Corp	14,402	$3,893,004
3	BROS	Dutch Bros Inc. This page	24,394	$1,751,733
4	CMG	Chipotle Mexican Grill Inc	25,776	$876,384
5	YUM	Yum Brands Inc	4,669	$746,386
6	EAT	Brinker International, Inc	3,350	$562,800
7	WEN	Wendy's Co	10,430	$86,464

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,751,733	24,394	-2.3%	Shares	Sole	2026-07-15
2026-03-31	$1,264,574	24,962	+3.9%	Shares	Sole	2026-05-15
2025-12-31	$1,470,320	24,017	-10.1%	Shares	Sole	2026-05-15
2025-09-30	$1,397,949	26,709	+34.3%	Shares	Sole	2026-05-15
2025-06-30	$1,359,879	19,890	-19.4%	Shares	Sole	2026-05-15
2025-03-31	$1,523,434	24,675	-8.7%	Shares	Sole	2026-05-19
2024-12-31	$1,416,355	27,040	-9.7%	Shares	Sole	2026-06-12
2024-09-30	$958,850	29,936	+19.0%	Shares	Sole	2026-06-12
2024-06-30	$1,041,168	25,149	+22.4%	Shares	Sole	2026-06-12
2024-03-31	$677,853	20,541	+33.1%	Shares	Sole	2026-06-12
2023-12-31	$488,573	15,427	-4.3%	Shares	Sole	2026-06-12
2023-09-30	$374,929	16,126	+25.7%	Shares	Sole	2026-06-12
2023-06-30	$365,070	12,832	+7.4%	Shares	Sole	2026-06-12
2023-03-31	$377,978	11,950	-12.2%	Shares	Sole	2026-06-12
2022-12-31	$383,694	13,611	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.