Position in DRI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$7,004
-$5,532 QoQ
Shares Held
34
-54.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#988
of 1,079 holders
Holding Since
Mar 2024
2 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, 2026LifeSteps Financial, Inc. holds $498,415 across 6 Restaurants names. DRI ranks #4 (1.4% of the industry book) .
All Filings in DRI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,004 | 34 | Shares | Sole | 2026-07-17 | |
| 2024-03-31 | $12,536 | 75 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||