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David Wealth Management LLC

SEC CIK
0002042337
Latest filing
Jul 22, 2025

DRI holding history

Darden Restaurants Inc in every 13F filed by David Wealth Management 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 2025 holdings

Shares (Q2 2025)
1,347
Value
$293.5K
% of portfolio
0.2%
Quarters held
3
Since Q4 2024
Holdings of DRI by David Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20251,347$293.5K0.2%00.0%UnchangedHolders
Q1 20251,347$279.8K0.2%+1+0.1%AddedHolders
Q4 20241,346$251.4K0.2%–No prior filingHolders