Position in DRI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$529,445
-$249,143 QoQ
Shares Held
2,570
-28.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#592
of 1,079 holders
Holding Since
Sep 2022
8 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026IBEX WEALTH ADVISORS holds $7,036,754 across 3 Restaurants names. DRI ranks #3 (7.5% of the industry book) .
All Filings in DRI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,445 | 2,570 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $778,588 | 3,572 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $443,202 | 2,374 | Shares | Sole | 2025-01-23 | |
| 2024-06-30 | $9,533 | 63 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $695 | 5,025 | Shares | Sole | 2024-04-18 | |
| 2023-03-31 | $732,665 | 4,722 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $695,108 | 5,025 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $639,431 | 5,062 | Shares | Sole | 2022-10-31 | |
| No filing history on record for this holder in this stock. | ||||||