Darden Wealth Group Inc: IUSB position timeline

Darden Wealth Group Inc held 5,483 IUSB 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 5,483 shares

   Change vs previous 13F -8 shares

   0.1% of the 13F portfolio, value $253,034.

   13F-HR 0002011221-26-000003 filed by Darden Wealth Group Inc
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 5,491 shares

   Change vs previous 13F -305 shares

   0.13% of the 13F portfolio, value $253,653.

   13F-HR 0002011221-26-000002 filed by Darden Wealth Group Inc
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 5,796 shares

   Change vs previous 13F -5 shares

   0.13% of the 13F portfolio, value $269,777.

   13F-HR 0002011221-26-000001 filed by Darden Wealth Group Inc
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 5,801 shares

   Change vs previous 13F -351 shares

   0.14% of the 13F portfolio, value $270,990.

   13F-HR 0002011221-25-000008 filed by Darden Wealth Group Inc
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 6,152 shares

   Change vs previous 13F +30 shares

   0.17% of the 13F portfolio, value $284,426.

   13F-HR 0002011221-25-000007 filed by Darden Wealth Group Inc
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 6,122 shares

   Change vs previous 13F -318 shares

   0.22% of the 13F portfolio, value $282,138.

   13F-HR 0002011221-25-000003 filed by Darden Wealth Group Inc
   Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 6,440 shares

   Change vs previous 13F -56 shares

   0.2% of the 13F portfolio, value $291,099.

   13F-HR 0002011221-25-000002 filed by Darden Wealth Group Inc
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 6,496 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $306,102.

   13F-HR 0002011221-24-000013 filed by Darden Wealth Group Inc
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).