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Disclosery

MAI Capital Management: DEO position timeline

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

MAI Capital Management held 20,200 DEO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,200 shares
    Change vs previous 13F -1,093 shares

    0.01% of the 13F portfolio, value $1,623,671.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 21,293 shares
    Change vs previous 13F +2,527 shares

    0.01% of the 13F portfolio, value $1,585,269.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 18,766 shares
    Change vs previous 13F -4,549 shares

    0.01% of the 13F portfolio, value $1,618,935.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 23,315 shares
    Change vs previous 13F +1,268 shares

    0.01% of the 13F portfolio, value $2,224,920.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 22,047 shares
    Change vs previous 13F -919 shares

    0.02% of the 13F portfolio, value $2,223,191.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 22,966 shares
    Change vs previous 13F -4,349 shares

    0.02% of the 13F portfolio, value $2,406,576.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 27,315 shares
    Change vs previous 13F -2,011 shares

    0.03% of the 13F portfolio, value $3,472,525.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 29,326 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,115,634.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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