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Disclosery

Darden Wealth Group Inc: FPE position timeline

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

Darden Wealth Group Inc held 151,256 FPE 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 151,256 shares
    Change vs previous 13F +268 shares

    1.07% of the 13F portfolio, value $2,704,462.

    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 150,988 shares
    Change vs previous 13F -641 shares

    1.37% of the 13F portfolio, value $2,680,051.

    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 151,629 shares
    Change vs previous 13F -822 shares

    1.34% of the 13F portfolio, value $2,762,682.

    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 152,451 shares
    Change vs previous 13F +2,703 shares

    1.45% of the 13F portfolio, value $2,780,707.

    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 149,748 shares
    Change vs previous 13F +6,063 shares

    1.61% of the 13F portfolio, value $2,665,521.

    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 143,685 shares
    Change vs previous 13F -2,535 shares

    1.96% of the 13F portfolio, value $2,527,434.

    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 146,220 shares
    Change vs previous 13F +3,148 shares

    1.74% of the 13F portfolio, value $2,588,107.

    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 143,072 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $2,589,621.

    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).