Congress Wealth Management LLC / DE / »

DineEquity shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of DineEquity (DIN) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in DineEquity

Tip: Access up to 7 years of quarterly data

All positions including DineEquity held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in DineEquity by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $495k 20k 24.33

More positions owned by Congress Wealth Management LLC / DE /

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Financial (XLF)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Henderson Securi (JSI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Communication (XLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)
Visa Com Cl A (V)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding DineEquity

BlackRock
Vanguard Group
CIBC World Markets
LSV Asset Management
Arrowstreet Capital, Limited Partnership
Susquehanna International
Two Sigma Investments
Morgan Stanley
CastleKnight Management
Charles Schwab Investment Management
Citadel Advisors
Geode Capital Management
Olstein Capital Management
State Street Corporation
UBS Group

View all funds holding DineEquity