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BCGM Wealth Management, LLC: DEO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BCGM Wealth Management, LLC on DEO, newest first. How the timeline and the estimate are built.

BCGM Wealth Management, LLC held 16,088 DEO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,088 shares
    Change vs previous 13F +584 shares

    0.27% of the 13F portfolio, value $1,293,170.

    13F-HR 0001765380-26-000268 filed by BCGM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,504 shares
    Change vs previous 13F +1,315 shares

    0.29% of the 13F portfolio, value $1,154,270.

    13F-HR 0001765380-26-000167 filed by BCGM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,189 shares
    Change vs previous 13F -3,997 shares

    0.31% of the 13F portfolio, value $1,224,081.

    13F-HR 0001830467-26-000001 filed by BCGM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,186 shares
    Change vs previous 13F +826 shares

    0.45% of the 13F portfolio, value $1,735,516.

    13F-HR 0001830467-25-000003 filed by BCGM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,360 shares
    Change vs previous 13F +4,410 shares

    0.49% of the 13F portfolio, value $1,750,610.

    13F-HR 0001765380-25-000283 filed by BCGM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,950 shares
    Change vs previous 13F +695 shares

    0.42% of the 13F portfolio, value $1,357,016.

    13F-HR 0001765380-25-000194 filed by BCGM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,255 shares
    Change vs previous 13F +887 shares

    0.49% of the 13F portfolio, value $1,557,961.

    13F-HR 0001765380-25-000033 filed by BCGM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,368 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,595,328.

    13F-HR 0001765380-24-000402 filed by BCGM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).