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Collaborative Wealth Managment Inc.

SEC CIK
0001896419
Latest filing
Aug 5, 2026

DRI holding history

Darden Restaurants Inc in every 13F filed by Collaborative Wealth Managment Inc., 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 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of DRI by Collaborative Wealth Managment Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−1,294−100.0%Sold outHolders
Q1 20241,294$216.3K0.1%−264−16.9%ReducedHolders
Q4 20231,558$256.0K0.1%−329−17.4%ReducedHolders
Q3 20231,887$270.3K0.2%+50+2.7%AddedHolders
Q2 20231,837$306.9K0.2%00.0%UnchangedHolders
Q1 20231,837$285.0K0.2%+6+0.3%AddedHolders
Q4 20221,831$253.3K0.2%−73−3.8%ReducedHolders
Q3 20221,904$241.0K0.2%00.0%UnchangedHolders
Q2 20221,904$215.0K0.1%–No prior filingHolders
Q1 2022––––Not filedHolders
Q4 20211,900$286.0K0.2%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 20211,903$253.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.