Position in DRI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$325,894
+$112,996 QoQ
Shares Held
1,582
+45.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#704
of 1,078 holders
Holding Since
Jun 2025
5 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, 2026Ascentis Wealth Management, LLC holds $1,546,314 across 4 Restaurants names. DRI ranks #3 (21.1% of the industry book) .
All Filings in DRI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,894 | 1,582 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $212,898 | 1,086 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $143,895 | 782 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $97,073 | 510 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $69,525 | 319 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||