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Darden Wealth Group Inc: ISTB position timeline

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

Darden Wealth Group Inc held 26,127 ISTB 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 26,127 shares
    Change vs previous 13F -225 shares

    0.5% of the 13F portfolio, value $1,260,615.

    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 26,352 shares
    Change vs previous 13F -366 shares

    0.65% of the 13F portfolio, value $1,277,047.

    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 26,718 shares
    Change vs previous 13F -485 shares

    0.63% of the 13F portfolio, value $1,302,514.

    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 27,203 shares
    Change vs previous 13F -240 shares

    0.69% of the 13F portfolio, value $1,328,621.

    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 27,443 shares
    Change vs previous 13F -48 shares

    0.81% of the 13F portfolio, value $1,335,125.

    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 27,491 shares
    Change vs previous 13F -308 shares

    1.03% of the 13F portfolio, value $1,329,193.

    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 27,799 shares
    Change vs previous 13F +71 shares

    0.89% of the 13F portfolio, value $1,327,984.

    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 27,728 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,349,845.

    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).