Filer Snapshot

Travis Boersma

CIK 0001883154. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

10

Latest filing

13 Feb 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13D/G stake for BROS. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

—

Populates from the latest parsed 13F information table.

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13D/G large stake

BROS

31 Dec 2025 · 28% ownership

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Source: SEC Schedule 13D/G

SCHEDULE 13G/A filed on 13 Feb 2026 for CIK 0001883154.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

Forms 3/4/5 positions$1.29B

Reporting-owner positions with enough filing detail to estimate value.

Forms 3/4/5 position value

3/4/5
$1.29B

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

BROS

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

BROS
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
C/O Dutch Bros Inc., 1930 W Rio Salado Pkwy, Tempe, AZ, 85281

Filer intelligence

What SEC filings say about Travis Boersma

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • 1 recent 13D/G stake row found; top row is BROS at 28% ownership.
  • Forms 3/4/5 show insider context for BROS worth $1.29B.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

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13D/G stakes 1 rows

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 1 rows

Officer, director, and 10% owner holdings or transactions.

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13D/G large-stake context

BROS

31 Dec 2025 · Class A Common Stock, $0.00001 par value per share

28%
Issuer page 13D/G history

Forms 3/4/5 insider context

BROS

29 May 2026 · Executive Chairman of Board · 10% owner

$1.29B
Issuer page Owner page

Latest update

What changed recently for Travis Boersma

Ownership report updated

Latest ownership report period: 29 May 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

02 Jun 2026

Page type

Ownership filings

Latest period

29 May 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 02 Jun 2026.

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SEC filing record

CIK 0001883154 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
10
First seen
29 Aug 2023
Latest filing
13 Feb 2026
Entity
Individual

Observed form types

4 4/A SCHEDULE 13G/A

CIK-linked evidence first

Travis Boersma SEC filings Travis Boersma 13D/G history Travis Boersma owner filings Open SEC filing index

Latest Filings

Showing the latest 10 of 10 SEC filings for Travis Boersma.

SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
13 Feb 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
11 Aug 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
13 May 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
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4

4 filing

Filing date
25 Jan 2024
Reporting date
24 Jan 2024
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
02 Jan 2024
Reporting date
29 Dec 2023
SEC evidence
Open document Open filing
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4

4 filing

Filing date
28 Dec 2023
Reporting date
27 Dec 2023
SEC evidence
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4

4 filing

Filing date
15 Dec 2023
Reporting date
14 Dec 2023
SEC evidence
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4

4 filing

Filing date
13 Nov 2023
Reporting date
21 Sep 2021
SEC evidence
Open document Open filing
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4/A

4/A filing

Filing date
13 Nov 2023
Reporting date
23 Oct 2023
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
29 Aug 2023
Reporting date
22 Sep 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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