Position in DRI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$270,903
-$7,277 QoQ
Shares Held
1,315
-7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#751
of 1,078 holders
Holding Since
Mar 2024
9 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, 2026AA Financial Advisors, LLC holds $2,202,752 across 4 Restaurants names. DRI ranks #4 (12.3% of the industry book) .
All Filings in DRI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,903 | 1,315 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $278,180 | 1,419 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $271,245 | 1,474 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $263,648 | 1,385 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $305,158 | 1,400 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $290,864 | 1,400 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $244,003 | 1,307 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $214,517 | 1,307 | Shares | Sole | 2024-10-18 | |
| 2024-03-31 | $222,643 | 1,332 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||