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Disclosery

LPL Financial LLC: DEO position timeline

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

LPL Financial LLC held 173,712 DEO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,712 shares
    Change vs previous 13F -6,265 shares

    <0.01% of the 13F portfolio, value $13,962,985.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 179,977 shares
    Change vs previous 13F -267,605 shares

    <0.01% of the 13F portfolio, value $13,399,297.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 447,582 shares
    Change vs previous 13F -51,887 shares

    0.01% of the 13F portfolio, value $38,612,905.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 499,469 shares
    Change vs previous 13F +40,483 shares

    0.01% of the 13F portfolio, value $47,664,330.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 458,986 shares
    Change vs previous 13F +24,251 shares

    0.02% of the 13F portfolio, value $46,284,124.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 434,735 shares
    Change vs previous 13F +9,306 shares

    0.02% of the 13F portfolio, value $45,555,788.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 425,429 shares
    Change vs previous 13F +7,402 shares

    0.02% of the 13F portfolio, value $54,084,841.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 418,027 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $58,666,008.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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