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Livermore
Livermore
ZHEN

Fortress Wealth Group, LLC

SEC CIK
0001862067
Latest filing
Aug 13, 2026

DRI holding history

Darden Restaurants Inc in every 13F filed by Fortress Wealth Group, 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)
1,201
Value
$235.8K
% of portfolio
0.1%
Quarters held
21
Since Q2 2021
Holdings of DRI by Fortress Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,201$235.8K0.1%−4−0.3%ReducedHolders
Q1 20261,205$236.9K0.1%−1,036−46.2%ReducedHolders
Q4 20252,241$446.8K0.2%00.0%UnchangedHolders
Q3 20252,241$408.8K0.2%00.0%UnchangedHolders
Q2 20252,241$459.0K0.2%00.0%UnchangedHolders
Q1 20252,241$445.6K0.2%00.0%UnchangedHolders
Q4 20242,241$445.3K0.2%00.0%UnchangedHolders
Q3 20242,241$363.5K0.2%00.0%UnchangedHolders
Q2 20242,241$314.2K0.2%00.0%UnchangedHolders
Q1 20242,241$329.3K0.2%00.0%UnchangedHolders
Q4 20232,241$367.5K0.2%00.0%UnchangedHolders
Q3 20232,241$313.4K0.2%00.0%UnchangedHolders
Q2 20232,241$369.3K0.2%00.0%UnchangedHolders
Q1 20232,241$347.8K0.3%00.0%UnchangedHolders
Q4 20222,241$310.0K0.2%00.0%UnchangedHolders
Q3 20222,241$283.0K0.2%+7+0.3%AddedHolders
Q2 20222,234$253.0K0.2%+18+0.8%AddedHolders
Q1 20222,216$295.0K0.2%00.0%UnchangedHolders
Q4 20212,216$325.0K0.2%+35+1.6%AddedHolders
Q3 20212,181$330.0K0.3%+16+0.7%AddedHolders
Q2 20212,165$316.0K0.3%–No prior filingHolders