Position in DEO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$14,468
+$1,067 QoQ
Shares Held
180
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#572
of 716 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DEO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $14,468 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
|
180 | $14,468 |
All Filings in DEO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,468 | 180 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $13,401 | 180 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $15,528 | 180 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $17,177 | 180 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $33,277 | 330 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $19,595 | 187 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,703 | 37 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,192 | 37 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $10,858 | 73 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,932 | 27 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $18,199 | 122 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $21,164 | 122 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $23,553 | 130 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $18,353 | 103 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $18,509 | 109 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $18,979 | 109 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||