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Disclosery

Darden Wealth Group Inc: SMH position timeline

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

Darden Wealth Group Inc held 4,951 SMH 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 4,951 shares
    Change vs previous 13F +376 shares

    1.29% of the 13F portfolio, value $3,247,088.

    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 4,575 shares
    Change vs previous 13F +170 shares

    0.89% of the 13F portfolio, value $1,754,308.

    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 4,405 shares
    Change vs previous 13F +742 shares

    0.77% of the 13F portfolio, value $1,586,502.

    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 3,663 shares
    Change vs previous 13F +288 shares

    0.62% of the 13F portfolio, value $1,195,585.

    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 3,375 shares
    Change vs previous 13F +90 shares

    0.57% of the 13F portfolio, value $941,450.

    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 3,285 shares
    Change vs previous 13F -60 shares

    0.54% of the 13F portfolio, value $694,806.

    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 3,345 shares
    Change vs previous 13F -107 shares

    0.55% of the 13F portfolio, value $810,109.

    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 3,452 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $847,441.

    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).