Position in DRI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$333,530
+$18,690 QoQ
Shares Held
1,619
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#697
of 1,078 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 1%
None 99%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026GeoWealth Management, LLC holds $2,061,775 across 5 Restaurants names. DRI ranks #3 (16.2% of the industry book) .
All Filings in DRI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,530 | 1,619 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $314,840 | 1,606 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $265,724 | 1,444 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $301,149 | 1,582 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $344,610 | 1,581 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $296,473 | 1,427 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $293,103 | 1,570 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $276,723 | 1,686 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $325,791 | 2,153 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $278,304 | 1,665 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $257,293 | 1,566 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $86,361 | 603 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $103,923 | 622 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $97,905 | 631 | Shares | Other | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||