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Disclosery

Darden Wealth Group Inc: CLOZ position timeline

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

Darden Wealth Group Inc held 17,428 CLOZ 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 17,428 shares
    Change vs previous 13F +3,960 shares

    0.18% of the 13F portfolio, value $460,449.

    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 13,468 shares
    Change vs previous 13F -49,667 shares

    0.18% of the 13F portfolio, value $345,454.

    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 63,135 shares
    Change vs previous 13F +9,668 shares

    0.81% of the 13F portfolio, value $1,671,815.

    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 53,467 shares
    Change vs previous 13F +34,917 shares

    0.75% of the 13F portfolio, value $1,433,984.

    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 18,550 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $496,027.

    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).