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Disclosery

Darden Wealth Group Inc: SHV position timeline

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

Darden Wealth Group Inc held 10,909 SHV 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 10,909 shares
    Change vs previous 13F +96 shares

    0.48% of the 13F portfolio, value $1,203,806.

    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 10,813 shares
    Change vs previous 13F -191 shares

    0.61% of the 13F portfolio, value $1,193,704.

    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 11,004 shares
    Change vs previous 13F -112 shares

    0.59% of the 13F portfolio, value $1,212,172.

    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 11,116 shares
    Change vs previous 13F -304 shares

    0.64% of the 13F portfolio, value $1,228,207.

    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 11,420 shares
    Change vs previous 13F +54 shares

    0.76% of the 13F portfolio, value $1,261,068.

    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 11,366 shares
    Change vs previous 13F -109 shares

    0.97% of the 13F portfolio, value $1,255,521.

    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 11,475 shares
    Change vs previous 13F -139 shares

    0.85% of the 13F portfolio, value $1,263,557.

    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 11,614 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,284,899.

    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).