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Aegis Wealth Management LLC

SEC CIK
0001628818
Latest filing
Aug 7, 2026

DRI holding history

Darden Restaurants Inc in every 13F filed by Aegis Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DRI overviewAll 13F holders of DRIFull Q2 2026 holdings

Shares (Q2 2026)
1,451
Value
$298.9K
% of portfolio
0.1%
Quarters held
7
Since Q4 2024
Holdings of DRI by Aegis Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,451$298.9K0.1%−3−0.2%ReducedHolders
Q1 20261,454$285.0K0.2%−85−5.5%ReducedHolders
Q4 20251,539$283.2K0.2%−88−5.4%ReducedHolders
Q3 20251,627$309.7K0.2%−77−4.5%ReducedHolders
Q2 20251,704$354.0K0.2%00.0%UnchangedHolders
Q1 20251,704$354.0K0.2%−20−1.2%ReducedHolders
Q4 20241,724$321.9K0.2%–No prior filingHolders