Position in DRI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,090
-$13,039 QoQ
Shares Held
15
-79.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,029
of 1,078 holders
Holding Since
Mar 2022
6 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, 2026GoalVest Advisory LLC holds $1,560,203 across 4 Restaurants names. DRI ranks #4 (0.2% of the industry book) .
All Filings in DRI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,090 | 15 | Shares | Sole | 2026-07-09 | |
| 2025-06-30 | $16,129 | 74 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $15,374 | 74 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $13,815 | 74 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $12,145 | 74 | Shares | Sole | 2024-11-06 | |
| 2022-03-31 | $132 | 1 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||