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Disclosery

HB Wealth Management, LLC: DEO position timeline

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

HB Wealth Management, LLC held 19,244 DEO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,244 shares
    Change vs previous 13F -274 shares

    0.01% of the 13F portfolio, value $1,546,910.

    13F-HR 0001172661-26-002920 filed by HB 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 19,518 shares
    Change vs previous 13F -860 shares

    0.01% of the 13F portfolio, value $1,453,134.

    13F-HR 0001172661-26-001543 filed by HB 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 20,378 shares
    Change vs previous 13F -3,736 shares

    0.01% of the 13F portfolio, value $1,758,015.

    13F-HR 0001172661-26-000353 filed by HB 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 24,114 shares
    Change vs previous 13F -119 shares

    0.02% of the 13F portfolio, value $2,301,275.

    13F-HR 0001172661-25-004398 filed by HB 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 24,233 shares
    Change vs previous 13F -1,073 shares

    0.02% of the 13F portfolio, value $2,443,707.

    13F-HR 0001172661-25-002644 filed by HB 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 25,306 shares
    Change vs previous 13F +13,619 shares

    0.02% of the 13F portfolio, value $2,651,887.

    13F-HR 0001172661-25-001594 filed by HB 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 11,687 shares
    Change vs previous 13F +1,053 shares

    0.02% of the 13F portfolio, value $1,485,817.

    13F-HR 0001172661-25-000193 filed by HB 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 10,634 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,492,473.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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