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Disclosery

Darden Wealth Group Inc: XLE position timeline

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

Darden Wealth Group Inc held 0 XLE 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 0 shares
    Change vs previous 13F -17,384 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 17,384 shares
    Change vs previous 13F +141 shares

    0.54% of the 13F portfolio, value $1,064,969.

    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 17,243 shares
    Change vs previous 13F +8,331 shares

    0.37% of the 13F portfolio, value $770,977.

    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 8,912 shares
    Change vs previous 13F -532 shares

    0.42% of the 13F portfolio, value $796,258.

    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 9,444 shares
    Change vs previous 13F -2,476 shares

    0.48% of the 13F portfolio, value $801,024.

    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 11,920 shares
    Change vs previous 13F -104 shares

    0.86% of the 13F portfolio, value $1,113,963.

    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 12,024 shares
    Change vs previous 13F -303 shares

    0.69% of the 13F portfolio, value $1,029,986.

    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 12,327 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,082,354.

    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).