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TRUE Private Wealth Advisors: BROS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUE Private Wealth Advisors on BROS, newest first. How the timeline and the estimate are built.

TRUE Private Wealth Advisors held 59,926 BROS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,926 shares
    Change vs previous 13F -263 shares

    0.37% of the 13F portfolio, value $4,303,298.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 60,189 shares
    Change vs previous 13F +35 shares

    0.29% of the 13F portfolio, value $3,049,183.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 60,154 shares
    Change vs previous 13F -296 shares

    0.37% of the 13F portfolio, value $3,682,638.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 60,450 shares
    Change vs previous 13F -863 shares

    0.32% of the 13F portfolio, value $3,163,956.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 61,313 shares
    Change vs previous 13F -332 shares

    0.47% of the 13F portfolio, value $4,191,973.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 61,645 shares
    Change vs previous 13F -7,752 shares

    0.46% of the 13F portfolio, value $3,805,969.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 69,397 shares
    Change vs previous 13F -1,000 shares

    0.44% of the 13F portfolio, value $3,635,032.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 70,397 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,254,826.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).