Position in DRI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,749,821
+$185,030 QoQ
Shares Held
13,348
+2.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#316
of 1,078 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Meridian Wealth Management, LLC holds $7,865,350 across 6 Restaurants names. DRI ranks #1 (35.0% of the industry book) .
All Filings in DRI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,749,821 | 13,348 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,564,791 | 13,083 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,403,669 | 13,062 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||