Darden Wealth Group Inc RBRK RUBRIK INC.

Ownership history in Darden Wealth Group Inc  ·  3 quarters on record

AI Ownership Summary

Darden Wealth Group Inc reported RUBRIK INC. (RBRK) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.36% in 2025 Q3. The latest visible filing shows RBRK at 0.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RBRK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Darden Wealth Group Inc's position in RUBRIK INC., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

RBRK was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Darden Wealth Group Inc held RBRK — position size vs. price
% of Fund (quarterly)    RBRK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 8,394 +111 +1.3% 0.31% $642K 2026-02-09 $54.06
2025 Q3 ADDED 8,283 +4,882 +143.5% 0.36% $681K 2025-11-10 $76.07
2025 Q2 INITIATED 3,401 0.18% $305K 2025-07-31 $94.95

FAQ About Darden Wealth Group Inc and RBRK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Darden Wealth Group Inc reported owning RBRK?

Darden Wealth Group Inc reported RBRK across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported RBRK position in Darden Wealth Group Inc's portfolio?

The largest reported portfolio weight for RBRK was 0.36% in 2025 Q3.

What is the latest reported RBRK position on this page?

The most recent filing on this page is 2025 Q4, when Darden Wealth Group Inc reported 8,394 shares, equal to 0.31% of portfolio, with an estimated market value of $642K.

What does the chart on this RBRK ownership page compare?

The chart compares Darden Wealth Group Inc's quarterly RBRK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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