Tanglewood Legacy Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dutch Bros by Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
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)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FMAY)
Pgim Aaa MF Closed and MF Open (PAAA)
Ishares Russell MF Closed and MF Open (IWD)
First Trust MF Closed and MF Open (FAPR)
SPDR S&P MF Closed and MF Open (SPY)
First Trust MF Closed and MF Open (DAPR)
Apple Common Stock (AAPL)
Sm Energy Common Stock (SM)
Ishares Msci MF Closed and MF Open (USMV)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy Advisors

Top funds holding Dutch Bros

Vanguard Group
Baillie Gifford & Co
TSG Consumer Partners
Marshall Wace
BlackRock
D. E. Shaw & Co
Daniel D. Thurber
Citadel Advisors
FMR
T. Rowe Price Investment Management
Bank of America Corporation
Ameriprise Financial
Alliancebernstein
Damian Sousa
Wellington Management Company

View all funds holding Dutch Bros