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HYMAN CHARLES D: DEO position timeline

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

HYMAN CHARLES D held 11,468 DEO shares at 2024-06-30 per its 13F-HR filed 2024-07-25.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 11,468 shares
    Change vs previous 13F -938 shares

    0.08% of the 13F portfolio, value $1,446,000.

    13F-HR 0001135077-24-000003 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 12,406 shares
    Change vs previous 13F -3,100 shares

    0.1% of the 13F portfolio, value $1,845,000.

    13F-HR 0001135077-24-000002 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 15,506 shares
    Change vs previous 13F -1,320 shares

    0.14% of the 13F portfolio, value $2,259,000.

    13F-HR 0001135077-24-000001 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 16,826 shares
    Change vs previous 13F +39 shares

    0.16% of the 13F portfolio, value $2,510,000.

    13F-HR 0001135077-23-000004 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 16,787 shares
    Change vs previous 13F -100 shares

    0.18% of the 13F portfolio, value $2,912,000.

    13F-HR 0001135077-23-000003 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 16,887 shares
    Change vs previous 13F +20 shares

    0.2% of the 13F portfolio, value $3,060,000.

    13F-HR 0001135077-23-000002 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 16,867 shares
    Change vs previous 13F -50 shares

    0.21% of the 13F portfolio, value $3,006,000.

    13F-HR 0001135077-23-000001 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 16,917 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,873,000.

    13F-HR 0001135077-22-000004 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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