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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

BROS holding history

Dutch Bros Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BROS overviewAll 13F holders of BROSFull Q2 2026 holdings

Shares (Q2 2026)
137
Value
$9.84K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2022
Holdings of BROS by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026137$9.84K<0.1%+111+426.9%AddedHolders
Q1 202626$1.32K<0.1%−1,389−98.2%ReducedHolders
Q4 20251,415$86.6K<0.1%+1,411+35,275.0%AddedHolders
Q3 20254$210<0.1%−466−99.1%ReducedHolders
Q2 2025470$32.1K<0.1%−338−41.8%ReducedHolders
Q1 2025808$49.9K<0.1%+478+144.8%AddedHolders
Q4 2024330$17.3K<0.1%+34+11.5%AddedHolders
Q3 2024296$9.48K<0.1%+196+196.0%AddedHolders
Q2 2024100$4.14K<0.1%00.0%UnchangedHolders
Q1 2024100$3.52K<0.1%+100NewHolders
Q4 20230$00.0%−55−100.0%Sold outHolders
Q3 202355$1.28K<0.1%00.0%UnchangedHolders
Q2 202355$1.56K<0.1%00.0%UnchangedHolders
Q1 202355$1.74K<0.1%00.0%UnchangedHolders
Q4 202255$1.55K<0.1%00.0%UnchangedHolders
Q3 202255$2.00K<0.1%00.0%UnchangedHolders
Q2 202255$2.00K<0.1%+4+7.8%AddedHolders
Q1 202251$3.00K<0.1%+51NewHolders