Position in DRI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,920
+$2,017 QoQ
Shares Held
20
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
8 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, 2026Dogwood Wealth Management LLC holds $189,195 across 6 Restaurants names.
All Filings in DRI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,920 | 20 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $1,903 | 10 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,961 | 9 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,869 | 9 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $2 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $2 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $2 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $3 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||