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Disclosery

Darden Wealth Group Inc: IJR position timeline

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

Darden Wealth Group Inc held 12,642 IJR 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 12,642 shares
    Change vs previous 13F -349 shares

    0.74% of the 13F portfolio, value $1,874,878.

    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 12,991 shares
    Change vs previous 13F -139 shares

    0.82% of the 13F portfolio, value $1,614,955.

    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 13,130 shares
    Change vs previous 13F -698 shares

    0.77% of the 13F portfolio, value $1,577,985.

    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 13,828 shares
    Change vs previous 13F +478 shares

    0.86% of the 13F portfolio, value $1,643,254.

    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 13,350 shares
    Change vs previous 13F -1,196 shares

    0.88% of the 13F portfolio, value $1,459,024.

    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 14,546 shares
    Change vs previous 13F -380 shares

    1.18% of the 13F portfolio, value $1,521,156.

    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 14,926 shares
    Change vs previous 13F +15 shares

    1.16% of the 13F portfolio, value $1,719,864.

    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 14,911 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $1,744,062.

    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).