Position in DRI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,043,976
+$404,298 QoQ
Shares Held
19,630
+5.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#260
of 1,078 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Dynamic Advisor Solutions LLC holds $8,982,948 across 4 Restaurants names. DRI ranks #1 (45.0% of the industry book) .
All Filings in DRI
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,043,976 | 19,630 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $3,639,678 | 18,566 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,265,066 | 17,743 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $583,453 | 3,065 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $632,548 | 2,902 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $648,626 | 3,122 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $550,548 | 2,949 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $587,093 | 3,577 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $546,870 | 3,614 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $636,005 | 3,805 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $636,662 | 3,875 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $514,016 | 3,589 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $527,638 | 3,158 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $494,494 | 3,187 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $425,088 | 3,073 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $389,191 | 3,081 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $341,396 | 3,018 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $365,346 | 2,748 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $412,602 | 2,739 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $480,765 | 3,174 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $336,506 | 2,305 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $531,222 | 3,741 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $335,441 | 2,816 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $237,444 | 2,357 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||