Position in DEO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$321
-$4,592 QoQ
Shares Held
4
-93.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#708
of 716 holders
Holding Since
Dec 2022
14 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, 2026Abound Wealth Management holds $341 across 2 Beverages - Wineries & Distilleries names. DEO ranks #1 (94.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
4 | $321 | |
| 2 | SNDL |
SNDL Inc.
|
15 | $20 |
All Filings in DEO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321 | 4 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $4,913 | 66 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $517 | 6 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $572 | 6 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $605 | 6 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $628 | 6 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,017 | 8 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,122 | 8 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,386 | 11 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,636 | 11 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $16,750 | 115 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $1,640 | 11 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $1,908 | 11 | Shares | Sole | 2024-08-08 | |
| 2022-12-31 | $534 | 3 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||