Position in DEO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,572
+$2,349 QoQ
Shares Held
32
+966.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#661
of 716 holders
Holding Since
Mar 2026
2 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, 2026SHP Wealth Management holds $26,215 across 3 Beverages - Wineries & Distilleries names. DEO ranks #2 (9.8% of the industry book) .
All Filings in DEO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,572 | 32 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $223 | 3 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||