Summit Wealth Partners, LLC
- SEC CIK
- 0002033312
- Latest filing
- Aug 3, 2026
DRI holding history
Darden Restaurants Inc in every 13F filed by Summit Wealth Partners, 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 (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 10
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −1,258−100.0% | Sold out | Holders |
| Q3 2024 | 1,258 | $206.5K | <0.1% | −600−32.3% | Reduced | Holders |
| Q2 2024 | 1,858 | $281.2K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 1,858 | $310.6K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 1,858 | $305.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 1,858 | $266.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 1,858 | $310.4K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 1,858 | $288.3K | 0.1% | −565−23.3% | Reduced | Holders |
| Q4 2022 | 2,423 | $335.2K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 2,423 | $306.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 2,423 | $274.1K | 0.1% | +2,423 | New | Holders |