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Disclosery

Darden Wealth Group Inc: JEPI position timeline

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

Darden Wealth Group Inc held 11,248 JEPI 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 11,248 shares
    Change vs previous 13F +19 shares

    0.25% of the 13F portfolio, value $635,285.

    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 11,229 shares
    Change vs previous 13F +4 shares

    0.32% of the 13F portfolio, value $636,504.

    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 11,225 shares
    Change vs previous 13F +275 shares

    0.31% of the 13F portfolio, value $642,519.

    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 10,950 shares
    Change vs previous 13F -800 shares

    0.33% of the 13F portfolio, value $625,245.

    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 11,750 shares
    Change vs previous 13F -2,500 shares

    0.4% of the 13F portfolio, value $667,988.

    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 14,250 shares
    Change vs previous 13F +100 shares

    0.63% of the 13F portfolio, value $814,245.

    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 14,150 shares
    Change vs previous 13F +1,350 shares

    0.55% of the 13F portfolio, value $814,049.

    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 12,800 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $761,728.

    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).