Position in DRI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,386,831
+$105,906 QoQ
Shares Held
11,586
-0.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#339
of 1,081 holders
Holding Since
Jun 2025
4 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, 2026Icon Wealth Advisors, LLC holds $7,319,253 across 3 Restaurants names. DRI ranks #2 (32.6% of the industry book) .
All Filings in DRI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,386,831 | 11,586 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,280,925 | 11,635 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $856,797 | 4,656 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $153,232 | 703 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||