Position in DEO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,350
+$4,861 QoQ
Shares Held
79
+295.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#622
of 716 holders
Holding Since
Sep 2025
4 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, 2026True Wealth Design, LLC holds $6,603 across 3 Beverages - Wineries & Distilleries names. DEO ranks #1 (96.2% of the industry book) .
All Filings in DEO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,350 | 79 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,489 | 20 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,846 | 33 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $95 | 1 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||