Position in DRI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$37,287
+$1,804 QoQ
Shares Held
181
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#915
of 1,079 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $342,970 across 3 Restaurants names. DRI ranks #3 (10.9% of the industry book) .
All Filings in DRI
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,287 | 181 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $35,483 | 181 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $23,002 | 125 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $23,795 | 125 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $27,246 | 125 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $52,771 | 254 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $47,419 | 254 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $20,516 | 125 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $18,915 | 125 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $20,893 | 125 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $20,537 | 125 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $47,978 | 335 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $35,086 | 210 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $32,583 | 210 | Shares | Sole | 2023-05-02 | |
| 2022-03-31 | $24,994 | 188 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $28,320 | 188 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $28,476 | 188 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $27,446 | 188 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $26,696 | 188 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $22,394 | 188 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $18,939 | 188 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $14,244 | 188 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $10,238 | 188 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||