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Dutch Bros shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Dutch Bros (BROS) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Dutch Bros

Tip: Access up to 7 years of quarterly data

All positions including Dutch Bros held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dutch Bros by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.9M 28k 68.37
2025-03-31 $2.6M 42k 61.74
2024-12-31 $2.2M 42k 52.38
2024-09-30 $1.2M 39k 32.03

More positions owned by H D Vest Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for H D Vest Advisory Services

Top funds holding Dutch Bros

Vanguard Group
FMR
BlackRock
Citadel Advisors
Baillie Gifford & Co
Goodman & Company, Investment Counsel
Marshall Wace
Investec Asset Management
Invesco
UBS Group
TSG Consumer Partners
Geode Capital Management
Millennium Management
T. Rowe Price Investment Management
State Street Corporation

View all funds holding Dutch Bros