Position in DEO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,965
New position
Shares Held
124
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#593
of 716 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Synergy Investment Management, LLC holds $9,965 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
|
124 | $9,965 |
All Filings in DEO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,965 | 124 | Shares | Other | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||