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Disclosery

Darden Wealth Group Inc: SPY position timeline

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

Darden Wealth Group Inc held 2,594 SPY 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 2,594 shares
    Change vs previous 13F -6 shares

    0.77% of the 13F portfolio, value $1,937,313.

    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 2,600 shares
    Change vs previous 13F -25 shares

    0.86% of the 13F portfolio, value $1,691,446.

    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 2,625 shares
    Change vs previous 13F -6 shares

    0.87% of the 13F portfolio, value $1,790,479.

    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 2,631 shares
    Change vs previous 13F +7 shares

    0.92% of the 13F portfolio, value $1,752,969.

    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 2,624 shares
    Change vs previous 13F -13 shares

    0.98% of the 13F portfolio, value $1,621,539.

    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 2,637 shares
    Change vs previous 13F -24 shares

    1.14% of the 13F portfolio, value $1,475,224.

    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 2,661 shares
    Change vs previous 13F +39 shares

    1.05% of the 13F portfolio, value $1,560,087.

    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 2,622 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,504,757.

    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).