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Dutch Bros shares owned by Tanglewood Legacy Advisors

Quarter-by-quarter ownership of Dutch Bros (BROS) shares owned by Tanglewood Legacy Advisors from 13F filings

Historical chart of Tanglewood Legacy Advisors investment in Dutch Bros

Tip: Access up to 7 years of quarterly data

All positions including Dutch Bros held by Tanglewood Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dutch Bros by Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6k 50 52.34
2025-06-30 $3.4k 50 68.38
2025-03-31 $3.1k 50 61.74
2024-12-31 $2.6k 50 52.38
2024-09-30 $1.6k 50 32.04

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)
Ishares S&p MF Closed and MF Open (IUSG)
Ishares Russell MF Closed and MF Open (IWR)
Ishares Russell MF Closed and MF Open (IWF)
Pgim Aaa MF Closed and MF Open (PAAA)
First Trust MF Closed and MF Open (FMAY)
Ishares Russell MF Closed and MF Open (IWD)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FAPR)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Invesco Qqq MF Closed and MF Open (QQQ)
First Trust MF Closed and MF Open (GJAN)
First Trust MF Closed and MF Open (DNOV)
First Trust MF Closed and MF Open (DAPR)

View all positions for Tanglewood Legacy Advisors

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