Position in DRI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$289,031
+$25,750 QoQ
Shares Held
1,403
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#740
of 1,079 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Florida Trust Wealth Management Co holds $27,912,240 across 5 Restaurants names. DRI ranks #5 (1.0% 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 | $289,031 | 1,403 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $263,281 | 1,343 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $247,138 | 1,343 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $255,652 | 1,343 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $292,733 | 1,343 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $279,020 | 1,343 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $275,180 | 1,474 | Shares | Defined | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||