Position in DRI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$639,867
-$816,122 QoQ
Shares Held
3,106
-58.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#549
of 1,079 holders
Holding Since
Jun 2020
22 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, 2026Belpointe Asset Management LLC holds $7,603,610 across 4 Restaurants names. DRI ranks #4 (8.4% of the industry book) .
All Filings in DRI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,867 | 3,106 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,455,989 | 7,427 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $1,614,039 | 8,771 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $569,176 | 2,990 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $916,999 | 4,207 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $523,970 | 2,522 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $362,178 | 1,940 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $646,672 | 3,940 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $242,112 | 1,600 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $238,690 | 1,428 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $480,906 | 2,927 | Shares | Sole | 2024-02-13 | |
| 2023-03-31 | $205,121 | 1,322 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $659,695 | 4,769 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $100,803 | 798 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $287,570 | 2,163 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $308,812 | 2,050 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $309,756 | 2,045 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $298,549 | 2,045 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $300,046 | 2,113 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $239,788 | 2,013 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $202,991 | 2,015 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $167,451 | 2,210 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||