Position in DRI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,027,783
+$4,847 QoQ
Shares Held
4,989
-4.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#469
of 1,079 holders
Holding Since
Dec 2023
7 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, 2026Invera Wealth Advisors, LLC holds $2,141,929 across 2 Restaurants names. DRI ranks #2 (48.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMG |
Chipotle Mexican Grill Inc
|
32,769 | $1,114,146 | |
| 2 | DRI |
Darden Restaurants Inc
This page
|
4,989 | $1,027,783 |
All Filings in DRI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,027,783 | 4,989 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,022,936 | 5,218 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $976,410 | 5,306 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,116,080 | 5,863 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,287,984 | 5,909 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $1,257,363 | 6,052 | Shares | Sole | 2025-10-29 | |
| 2023-12-31 | $1,038,211 | 6,319 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||