Position in DRI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$741,636
+$79,164 QoQ
Shares Held
3,600
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#524
of 1,079 holders
Holding Since
Mar 2022
16 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, 2026SS&H Financial Advisors, Inc. holds $1,485,132 across 3 Restaurants names. DRI ranks #1 (49.9% of the industry book) .
All Filings in DRI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $741,636 | 3,600 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $662,472 | 3,600 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $733,837 | 3,855 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $840,274 | 3,855 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,103,205 | 5,310 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $991,323 | 5,310 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $871,530 | 5,310 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $803,509 | 5,310 | Shares | Sole | 2024-09-10 | |
| 2024-03-31 | $887,566 | 5,310 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $872,433 | 5,310 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $760,498 | 5,310 | Shares | Sole | 2023-10-18 | |
| 2023-03-31 | $901,479 | 5,810 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $803,697 | 5,810 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $733,919 | 5,810 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $713,787 | 6,310 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $838,914 | 6,310 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||