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Beverly Hills Private Wealth, LLC

SEC CIK
0001965710
Latest filing
Aug 6, 2026

DRI holding history

Darden Restaurants Inc in every 13F filed by Beverly Hills Private Wealth, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q4 2022
Holdings of DRI by Beverly Hills Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,681−100.0%Sold outHolders
Q1 20261,681$329.5K0.1%−56−3.2%ReducedHolders
Q4 20251,737$319.6K0.1%−36−2.0%ReducedHolders
Q3 20251,773$337.5K0.1%−68−3.7%ReducedHolders
Q2 20251,841$401.3K0.1%−183−9.0%ReducedHolders
Q1 20252,024$420.5K0.1%+72+3.7%AddedHolders
Q4 20241,952$364.4K0.1%−251−11.4%ReducedHolders
Q3 20242,203$361.6K0.1%−463−17.4%ReducedHolders
Q2 20242,666$403.4K0.1%−183−6.4%ReducedHolders
Q1 20242,849$476.2K0.1%−213−7.0%ReducedHolders
Q4 20233,062$503.1K0.1%−215−6.6%ReducedHolders
Q3 20233,277$469.3K0.1%−3,298−50.2%ReducedHolders
Q2 20236,575$1.07M0.2%+3,370+105.1%AddedHolders
Q1 20233,205$497.3K0.2%+503+18.6%AddedHolders
Q4 20222,702$373.8K0.2%–No prior filingHolders