Position in DRI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$510,698
+$31,773 QoQ
Shares Held
2,479
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#599
of 1,079 holders
Holding Since
Jun 2024
9 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, 2026Apella Capital, LLC holds $6,898,793 across 4 Restaurants names. DRI ranks #4 (7.4% of the industry book) .
All Filings in DRI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,698 | 2,479 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $478,925 | 2,443 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $430,790 | 2,341 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $445,061 | 2,338 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $528,577 | 2,425 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $504,856 | 2,430 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $389,622 | 2,087 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $343,688 | 2,094 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $316,712 | 2,093 | Shares | Sole | 2024-07-10 | |
| No filing history on record for this holder in this stock. | ||||||