Position in DRI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$988,848
+$47,856 QoQ
Shares Held
4,800
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.38%
of 13F equity value
Holder Rank
#480
of 1,078 holders
Holding Since
Dec 2021
19 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, 2026Lauterbach Financial Advisors, LLC holds $988,848 across 1 Restaurants name. DRI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
This page
|
4,800 | $988,848 |
All Filings in DRI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $988,848 | 4,800 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $940,992 | 4,800 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $883,296 | 4,800 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $913,728 | 4,800 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,046,256 | 4,800 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $997,248 | 4,800 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $896,112 | 4,800 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $787,824 | 4,800 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $726,336 | 4,800 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $802,320 | 4,800 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $788,640 | 4,800 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $687,456 | 4,800 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $801,984 | 4,800 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $744,768 | 4,800 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $663,984 | 4,800 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $606,336 | 4,800 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $542,976 | 4,800 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $638,160 | 4,800 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $723,072 | 4,800 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||