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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

DRI holding history

Darden Restaurants Inc in every 13F filed by True Wealth Design, 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)
225
Value
$46.4K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of DRI by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026225$46.4K<0.1%+75+50.0%AddedHolders
Q1 2026150$29.4K<0.1%+68+82.9%AddedHolders
Q4 202582$15.1K<0.1%−16−16.3%ReducedHolders
Q3 202598$18.7K<0.1%−37−27.4%ReducedHolders
Q2 2025135$29.4K<0.1%+109+419.2%AddedHolders
Q1 202526$5.40K<0.1%+17+188.9%AddedHolders
Q4 20249$1.68K<0.1%+2+28.6%AddedHolders
Q3 20247$1.15K<0.1%+1+16.7%AddedHolders
Q2 20246$908<0.1%+1+20.0%AddedHolders
Q1 20245$836<0.1%+2+66.7%AddedHolders
Q4 20233$493<0.1%00.0%UnchangedHolders
Q3 20233$430<0.1%00.0%UnchangedHolders
Q2 20233$502<0.1%00.0%UnchangedHolders
Q1 20233$466<0.1%00.0%UnchangedHolders
Q4 20223$415<0.1%–No prior filingHolders