Position in DEO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$884
-$679 QoQ
Shares Held
11
-47.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#695
of 717 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DEO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Bogart Wealth, LLC holds $884 across 1 Beverages - Wineries & Distilleries name. DEO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
11 | $884 |
All Filings in DEO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $884 | 11 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,563 | 21 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,811 | 21 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,912 | 41 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,134 | 41 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $11,736 | 112 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $14,492 | 114 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $11,788 | 84 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $10,590 | 84 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $15,320 | 103 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $16,168 | 111 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $15,365 | 103 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $15,439 | 89 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,442 | 19 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $35,994 | 202 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $41,094 | 242 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $35,172 | 202 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $406 | 2 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $440 | 2 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $386 | 2 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $383 | 2 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $328 | 2 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $317 | 2 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $275 | 2 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $268 | 2 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $254 | 2 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||