Position in DRI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,944
-$3,289 QoQ
Shares Held
24
-42.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,010
of 1,078 holders
Holding Since
Dec 2024
5 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, 2026Whipplewood Advisors, LLC holds $909,473 across 4 Restaurants names. DRI ranks #2 (0.5% 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 | $4,944 | 24 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,233 | 42 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $11,551 | 53 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $41,135 | 198 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $9,333 | 50 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||