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Disclosery

Darden Wealth Group Inc: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Darden Wealth Group Inc on BRK-B, newest first. How the timeline and the estimate are built.

Darden Wealth Group Inc held 3,064 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,064 shares
    Change vs previous 13F -90 shares

    0.61% of the 13F portfolio, value $1,533,195.

    13F-HR 0002011221-26-000003 filed by Darden Wealth Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,154 shares
    Change vs previous 13F -28 shares

    0.77% of the 13F portfolio, value $1,511,396.

    13F-HR 0002011221-26-000002 filed by Darden Wealth Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,182 shares
    Change vs previous 13F +91 shares

    0.78% of the 13F portfolio, value $1,599,432.

    13F-HR 0002011221-26-000001 filed by Darden Wealth Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,091 shares
    Change vs previous 13F +193 shares

    0.81% of the 13F portfolio, value $1,553,969.

    13F-HR 0002011221-25-000008 filed by Darden Wealth Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,898 shares
    Change vs previous 13F -180 shares

    0.85% of the 13F portfolio, value $1,407,761.

    13F-HR 0002011221-25-000007 filed by Darden Wealth Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,078 shares
    Change vs previous 13F +320 shares

    1.27% of the 13F portfolio, value $1,639,281.

    13F-HR 0002011221-25-000003 filed by Darden Wealth Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,758 shares
    Change vs previous 13F +125 shares

    0.84% of the 13F portfolio, value $1,250,146.

    13F-HR 0002011221-25-000002 filed by Darden Wealth Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,633 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,211,864.

    13F-HR 0002011221-24-000013 filed by Darden Wealth Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).