Position in DRI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$291,710
+$76,597 QoQ
Shares Held
1,416
-12.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#736
of 1,078 holders
Holding Since
Dec 2021
3 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, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $8,570,634 across 4 Restaurants names. DRI ranks #4 (3.4% of the industry book) .
All Filings in DRI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,710 | 1,416 | Shares | Sole | 2026-07-28 | |
| 2022-03-31 | $215,113 | 1,618 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $288,927 | 1,918 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||