Darden Wealth Group Inc SACH — SACHEM CAP CORP COM

Ownership history in Darden Wealth Group Inc  ·  10 quarters on record

AI Ownership Summary

Darden Wealth Group Inc reported SACHEM CAP CORP COM (SACH) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.63% in 2024 Q1. The latest visible filing shows SACH at 0.01% 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 SACH 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 SACHEM CAP CORP COM, 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
2026 Q1

SACH was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.63% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

SACH stock page Darden Wealth Group Inc fund profile Darden Wealth Group Inc full holdings
How Darden Wealth Group Inc held SACH — position size vs. price
% of Fund (quarterly)    SACH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 20,509 -4,491 -18.0% 0.01% $21K 2026-05-08 $1.10
2025 Q4 REDUCED 21.9% +2.0% ❌ 25,000 -7,016 -21.9% 0.01% $26K 2026-02-09 $0.98
2025 Q3 REDUCED 13.5% -3.0% ✅ 32,016 -4,984 -13.5% 0.02% $36K 2025-11-10 $0.98
2025 Q2 REDUCED 11.9% -2.9% ✅ 37,000 -5,000 -11.9% 0.03% $44K 2025-07-31 $1.02
2025 Q1 REDUCED 6.5% +7.1% ❌ 42,000 -2,900 -6.5% 0.04% $49K 2025-05-05 $0.85
2024 Q4 REDUCED 60.3% -10.1% ✅ 44,900 -68,100 -60.3% 0.04% $61K 2025-02-13 $0.92
2024 Q3 REDUCED 37.9% -51.0% ✅ 113,000 -69,000 -37.9% 0.20% $285K 2024-11-12 $1.57
2024 Q2 ADDED — — — 182,000 +3,000 +1.7% 0.28% $471K 2024-08-06 $1.91
2024 Q1 ADDED — — — 179,000 +66,000 +58.4% 0.63% $798K 2024-05-08 $2.44
2023 Q4 INITIATED — — — 113,000 — — 0.42% $435K 2024-02-13 $2.52

🏢 Other funds also holding SACH

As of 2026 Q1 — sorted by position size

PANORAMIC INVESTMENT ADVISORS, LLC 3Y 1.38% Melia Wealth LLC 1.38% Cox Capital Mgt LLC 3Y 7Y 0.77% GatePass Capital, LLC 0.07% Napier Financial, LLC 0.01% WOODWARD DIVERSIFIED CAPITAL, LLC 3Y 0.01% One Charles Private Wealth Services, LLC 3Y 0.0% Conservest Capital Advisors, Inc. 3Y 7Y 0.0% TWO SIGMA SECURITIES, LLC 3Y 7Y 0.0% RITHOLTZ WEALTH MANAGEMENT 3Y 7Y 0.0%

FAQ About Darden Wealth Group Inc and SACH

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 SACH?

Darden Wealth Group Inc reported SACH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for SACH was 0.63% in 2024 Q1.

What is the latest reported SACH position on this page?

The most recent filing on this page is 2026 Q1, when Darden Wealth Group Inc reported 20,509 shares, equal to 0.01% of portfolio, with an estimated market value of $21K.

What does the chart on this SACH ownership page compare?

The chart compares Darden Wealth Group Inc's quarterly SACH 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.

How well did Darden Wealth Group Inc time their SACH position?

Based on 13F filing dates vs. subsequent SACH price moves, Darden Wealth Group Inc correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on SACH relative to SPY over the holding period was -43.1%.

← Back to Darden Wealth Group Inc Holdings