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Disclosery

Darden Wealth Group Inc: DVY position timeline

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

Darden Wealth Group Inc held 13,570 DVY 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 13,570 shares
    Change vs previous 13F -375 shares

    0.84% of the 13F portfolio, value $2,121,032.

    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 13,945 shares
    Change vs previous 13F -100 shares

    1.08% of the 13F portfolio, value $2,111,549.

    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 14,045 shares
    Change vs previous 13F -1,608 shares

    0.96% of the 13F portfolio, value $1,982,415.

    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 15,653 shares
    Change vs previous 13F -554 shares

    1.16% of the 13F portfolio, value $2,224,341.

    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 16,207 shares
    Change vs previous 13F -677 shares

    1.3% of the 13F portfolio, value $2,152,548.

    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 16,884 shares
    Change vs previous 13F +778 shares

    1.76% of the 13F portfolio, value $2,267,431.

    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 16,106 shares
    Change vs previous 13F -14 shares

    1.42% of the 13F portfolio, value $2,114,665.

    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 16,120 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $2,177,394.

    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).