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Disclosery

Generation Capital Management LLC: DEO position timeline

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

Generation Capital Management LLC held 4,555 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 4,555 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $366,131.

    13F-HR 0001214659-26-010030 filed by Generation Capital 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 4,555 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $339,120.

    13F-HR 0001214659-26-005813 filed by Generation Capital 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 4,555 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $392,960.

    13F-HR 0001214659-26-001664 filed by Generation Capital 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 4,555 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $434,684.

    13F-HR 0001214659-25-016064 filed by Generation Capital 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 4,555 shares
    Change vs previous 13F -100 shares

    0.36% of the 13F portfolio, value $459,326.

    13F-HR 0001214659-25-011913 filed by Generation Capital 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 4,655 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $487,797.

    13F-HR 0001214659-25-007236 filed by Generation Capital 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 4,655 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $591,790.

    13F-HR 0001214659-25-002527 filed by Generation Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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