Position in DRI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$18,128
+$877 QoQ
Shares Held
88
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#947
of 1,079 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $355,154 across 5 Restaurants names. DRI ranks #2 (5.1% of the industry book) .
All Filings in DRI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,128 | 88 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $17,251 | 88 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $16,193 | 88 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $16,751 | 88 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $19,181 | 88 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $18,282 | 88 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $16,428 | 88 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $14,443 | 88 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $13,316 | 88 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $14,709 | 88 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $14,458 | 88 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $12,603 | 88 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $14,703 | 88 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $13,654 | 88 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $12,173 | 88 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $11,116 | 88 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $9,954 | 88 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $11,699 | 88 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $13,256 | 88 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $13,329 | 88 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $12,847 | 88 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $88 | 12,496 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $10,482 | 88 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $8,865 | 88 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $6,667 | 88 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $4,792 | 88 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||