Position in BROS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$506,619
+$128,949 QoQ
Shares Held
7,055
-5.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#295
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, 2026RICHARDS, MERRILL & PETERSON, INC. holds $3,367,449 across 3 Restaurants names. BROS ranks #3 (15.0% 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 | $506,619 | 7,055 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $377,670 | 7,455 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $452,721 | 7,395 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $384,437 | 7,345 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $485,221 | 7,097 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $414,831 | 6,719 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $351,941 | 6,719 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||