Position in DRI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$440,861
+$29,570 QoQ
Shares Held
2,140
+2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#641
of 1,078 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $7,553,249 across 4 Restaurants names. DRI ranks #4 (5.8% of the industry book) .
All Filings in DRI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $440,861 | 2,140 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $411,291 | 2,098 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $319,826 | 1,738 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $313,522 | 1,647 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $335,673 | 1,540 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $308,731 | 1,486 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $269,767 | 1,445 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||