Darden Wealth Group Inc: IUSG position timeline

Darden Wealth Group Inc held 10,046 IUSG 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 10,046 shares

   Change vs previous 13F -118 shares

   0.75% of the 13F portfolio, value $1,889,575.

   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 10,164 shares

   Change vs previous 13F -210 shares

   0.8% of the 13F portfolio, value $1,576,642.

   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 10,374 shares

   Change vs previous 13F -264 shares

   0.85% of the 13F portfolio, value $1,742,257.

   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 10,638 shares

   Change vs previous 13F -526 shares

   0.92% of the 13F portfolio, value $1,750,493.

   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 11,164 shares

   Change vs previous 13F -102 shares

   1.01% of the 13F portfolio, value $1,679,087.

   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 11,266 shares

   Change vs previous 13F -220 shares

   1.11% of the 13F portfolio, value $1,431,758.

   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 11,486 shares

   Change vs previous 13F -80 shares

   1.08% of the 13F portfolio, value $1,600,674.

   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 11,566 shares

   Change vs previous 13F not available

   1.09% of the 13F portfolio, value $1,525,676.

   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).