Position in DRI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$490,509
+$218,602 QoQ
Shares Held
2,381
+71.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#609
of 1,079 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Venturi Wealth Management, LLC holds $3,964,572 across 4 Restaurants names. DRI ranks #3 (12.4% of the industry book) .
All Filings in DRI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $490,509 | 2,381 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $271,907 | 1,387 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $380,737 | 2,069 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $452,104 | 2,375 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $493,919 | 2,266 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $440,242 | 2,119 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $383,646 | 2,055 | Shares | Sole | 2025-01-31 | |
| 2024-06-30 | $25,270 | 167 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $3,008 | 18 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||