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CAPTRUST FINANCIAL ADVISORS: DEO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on DEO, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 28,368 DEO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,368 shares
    Change vs previous 13F -17,951 shares

    <0.01% of the 13F portfolio, value $2,280,227.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 46,319 shares
    Change vs previous 13F -10,479 shares

    0.01% of the 13F portfolio, value $3,448,446.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 56,798 shares
    Change vs previous 13F -3,114 shares

    0.01% of the 13F portfolio, value $4,899,956.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 59,912 shares
    Change vs previous 13F -1,236 shares

    0.01% of the 13F portfolio, value $5,717,418.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 61,148 shares
    Change vs previous 13F -1,420 shares

    0.01% of the 13F portfolio, value $6,166,173.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 62,568 shares
    Change vs previous 13F +25,996 shares

    0.02% of the 13F portfolio, value $6,556,512.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 36,572 shares
    Change vs previous 13F -1,072 shares

    0.01% of the 13F portfolio, value $4,649,387.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 37,644 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,282,956.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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