Position in DEO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,858
+$3,286 QoQ
Shares Held
48
+700.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#647
of 716 holders
Holding Since
Sep 2025
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, 2026JPL Wealth Management, LLC holds $6,954 across 3 Beverages - Wineries & Distilleries names. DEO ranks #1 (55.5% 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 | $3,858 | 48 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $572 | 6 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||