Position in DRI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,034,348
+$180,986 QoQ
Shares Held
9,875
+4.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#363
of 1,079 holders
Holding Since
Dec 2024
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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $10,987,701 across 5 Restaurants names. DRI ranks #2 (18.5% of the industry book) .
All Filings in DRI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,034,348 | 9,875 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,853,362 | 9,454 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,790,514 | 9,730 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,014,770 | 10,584 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,264,054 | 10,387 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,083,001 | 10,026 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,720,535 | 9,216 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||