Skip to content
Disclosery

Darden Wealth Group Inc: CLS position timeline

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

Darden Wealth Group Inc held 9,824 CLS 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 9,824 shares
    Change vs previous 13F +51 shares

    1.42% of the 13F portfolio, value $3,583,838.

    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 9,773 shares
    Change vs previous 13F +2,210 shares

    1.4% of the 13F portfolio, value $2,752,891.

    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 7,563 shares
    Change vs previous 13F +1,216 shares

    1.08% of the 13F portfolio, value $2,235,703.

    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 6,347 shares
    Change vs previous 13F +644 shares

    0.82% of the 13F portfolio, value $1,563,786.

    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 5,703 shares
    Change vs previous 13F +728 shares

    0.54% of the 13F portfolio, value $890,295.

    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 4,975 shares
    Change vs previous 13F -675 shares

    0.3% of the 13F portfolio, value $392,079.

    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 5,650 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $521,495.

    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).