Position in DRI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$377,616
+$2,788 QoQ
Shares Held
1,833
-4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#672
of 1,078 holders
Holding Since
Dec 2022
15 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, 2026SageView Advisory Group, LLC holds $6,391,477 across 4 Restaurants names. DRI ranks #4 (5.9% of the industry book) .
All Filings in DRI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,616 | 1,833 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $374,828 | 1,912 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $355,158 | 1,930 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $373,867 | 1,964 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $417,412 | 1,915 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $391,627 | 1,885 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $347,616 | 1,862 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $298,224 | 1,817 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $416,583 | 2,753 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $378,594 | 2,265 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $537,589 | 3,272 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $346,305 | 2,418 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $401,994 | 2,406 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $283,167 | 1,825 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $237,512 | 1,717 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||