Position in DRI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,320,730
+$127,827 QoQ
Shares Held
6,411
+5.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#432
of 1,078 holders
Holding Since
Mar 2025
6 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, 2026LMG Wealth Partners, LLC holds $7,844,401 across 3 Restaurants names. DRI ranks #2 (16.8% of the industry book) .
All Filings in DRI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,320,730 | 6,411 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,192,903 | 6,085 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $997,572 | 5,421 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,183,277 | 6,216 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,306,948 | 5,996 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,049,395 | 5,051 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||