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INDEPENDENT FINANCIAL GROUP, LLC → BROS
INDEPENDENT FINANCIAL GROUP, LLC BROS Position History
Dutch Bros Inc. • Consumer Cyclical
Quarters held
17
Latest value
$865K
Q3 2026
Peak value
$1.8M
First seen
Q4 2022
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2022 | $384K |
| Q1 2023 | $378K |
| Q2 2023 | $365K |
| Q3 2023 | $375K |
| Q4 2023 | $489K |
| Q1 2024 | $678K |
| Q2 2024 | $1M |
| Q3 2024 | $959K |
| Q4 2024 | $1.4M |
| Q1 2025 | $1.5M |
| Q2 2025 | $1.4M |
| Q3 2025 | $1.4M |
| Q4 2025 | $1.5M |
| Q1 2026 | $1.2M |
| Q1 2026 | $1.3M |
| Q2 2026 | $1.8M |
| Q3 2026 | $865K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $865K | 22.4K | — | — |
| Q2 2026 | $1.8M | 24.4K | — | — |
| Q1 2026 | $1.3M | 25.0K | — | — |
| Q1 2026 | $1.2M | 23.0K | — | — |
| Q4 2025 | $1.5M | 24.0K | — | — |
| Q3 2025 | $1.4M | 26.7K | — | — |
| Q2 2025 | $1.4M | 19.9K | — | — |
| Q1 2025 | $1.5M | 24.7K | — | — |
| Q4 2024 | $1.4M | 27.0K | — | — |
| Q3 2024 | $959K | 29.9K | — | — |
| Q2 2024 | $1M | 25.1K | — | — |
| Q1 2024 | $678K | 20.5K | — | — |
| Q4 2023 | $489K | 15.4K | — | — |
| Q3 2023 | $375K | 16.1K | — | — |
| Q2 2023 | $365K | 12.8K | — | — |
| Q1 2023 | $378K | 11.9K | — | — |
| Q4 2022 | $384K | 13.6K | — | — |
Other funds holding BROS
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$619.3M
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$323.4M
$289.1M
$276.6M
$276.6M