Position in DRI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$316,996
+$13,548 QoQ
Shares Held
1,617
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026IHT Wealth Management, LLC holds $12,096,359 across 4 Restaurants names.
All Filings in DRI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $316,996 | 1,617 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $303,448 | 1,649 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $296,200 | 1,556 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $334,801 | 1,536 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $364,618 | 1,755 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $344,069 | 1,843 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $433,959 | 2,644 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $237,118 | 1,567 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $325,942 | 1,950 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $313,977 | 1,911 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $267,534 | 1,868 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $311,270 | 1,863 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $283,167 | 1,825 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $220,498 | 1,594 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||