Darden Wealth Group Inc: TIP position timeline

Darden Wealth Group Inc held 14,188 TIP 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 14,188 shares

   Change vs previous 13F -32 shares

   0.62% of the 13F portfolio, value $1,552,575.

   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 14,220 shares

   Change vs previous 13F -678 shares

   0.8% of the 13F portfolio, value $1,569,379.

   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 14,898 shares

   Change vs previous 13F -362 shares

   0.79% of the 13F portfolio, value $1,637,466.

   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 15,260 shares

   Change vs previous 13F -194 shares

   0.89% of the 13F portfolio, value $1,697,244.

   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 15,454 shares

   Change vs previous 13F -491 shares

   1.03% of the 13F portfolio, value $1,700,621.

   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 15,945 shares

   Change vs previous 13F -105 shares

   1.37% of the 13F portfolio, value $1,771,353.

   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 16,050 shares

   Change vs previous 13F -278 shares

   1.15% of the 13F portfolio, value $1,710,150.

   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 16,328 shares

   Change vs previous 13F not available

   1.29% of the 13F portfolio, value $1,803,791.

   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).