Current Market Value 165,840,361
Current Holdings 132
Most Recent File Date 2025-07-31
Total Filings on Record 7
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Darden Wealth Group Inc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-31 2025-06-30 13F-HR 132 165,840
2025-05-05 2025-03-31 13F-HR 98 128,998
2025-02-13 2024-12-31 13F-HR 106 148,528
2024-11-12 2024-09-30 13F-HR 104 139,439
2024-08-06 2024-06-30 13F-HR 101 166,046
2024-05-08 2024-03-31 13F-HR 107 127,579
2024-02-13 2023-12-31 13F-HR 102 104,009