Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

BROS holding history

Dutch Bros Inc. in every 13F filed by EverSource Wealth 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)
261
Value
$18.7K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of BROS by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026261$18.7K<0.1%−174−40.0%ReducedHolders
Q1 2026435$22.0K<0.1%+299+219.9%AddedHolders
Q4 2025136$8.32K<0.1%−15−9.9%ReducedHolders
Q3 2025151$7.90K<0.1%−285−65.4%ReducedHolders
Q2 2025436$29.8K<0.1%+113+35.0%AddedHolders
Q1 2025323$19.9K<0.1%+235+267.0%AddedHolders
Q4 202488$4.61K<0.1%+15+20.5%AddedHolders
Q3 202473$2.34K<0.1%00.0%UnchangedHolders
Q2 202473$2.79K<0.1%00.0%UnchangedHolders
Q1 202473$2.06K<0.1%−39−34.8%ReducedHolders
Q4 2023112$3.55K<0.1%+42+60.0%AddedHolders
Q3 202370$1.63K<0.1%−175−71.4%ReducedHolders
Q2 2023245$6.97K<0.1%+70+40.0%AddedHolders
Q1 2023175$5.54K<0.1%00.0%UnchangedHolders
Q4 2022175$4.93K<0.1%+175NewHolders