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Disclosery

Darden Wealth Group Inc: XLV position timeline

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

Darden Wealth Group Inc held 2,473 XLV 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 2,473 shares
    Change vs previous 13F -6 shares

    0.16% of the 13F portfolio, value $392,366.

    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 2,479 shares
    Change vs previous 13F +2,479 shares

    0.19% of the 13F portfolio, value $363,446.

    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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -1,992 shares

    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).

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

  4. period ended2025-06-30
    13F 1,992 shares
    Change vs previous 13F -229 shares

    0.16% of the 13F portfolio, value $268,502.

    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).

  5. period ended2025-03-31
    13F 2,221 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $324,321.

    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).

  6. period ended2024-12-31
    13F 2,221 shares
    Change vs previous 13F +421 shares

    0.21% of the 13F portfolio, value $305,557.

    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).

  7. period ended2024-09-30
    13F 1,800 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $277,385.

    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).