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Moran Wealth Management, LLC: DEO position timeline

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

Moran Wealth Management, LLC held 89,478 DEO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,478 shares
    Change vs previous 13F +6,139 shares

    0.2% of the 13F portfolio, value $7,192,242.

    13F-HR 0001965334-26-000004 filed by Moran 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 83,339 shares
    Change vs previous 13F +31,394 shares

    0.19% of the 13F portfolio, value $6,204,589.

    13F-HR 0002085853-26-000507 filed by Moran 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 51,945 shares
    Change vs previous 13F +8,320 shares

    0.14% of the 13F portfolio, value $4,481,295.

    13F-HR 0002085853-26-000091 filed by Moran 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 43,625 shares
    Change vs previous 13F +1,608 shares

    0.13% of the 13F portfolio, value $4,163,143.

    13F-HR 0002085853-25-000149 filed by Moran 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 42,017 shares
    Change vs previous 13F +2,598 shares

    0.13% of the 13F portfolio, value $4,237,004.

    13F-HR 0001667731-25-000988 filed by Moran 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 39,419 shares
    Change vs previous 13F +1,992 shares

    0.14% of the 13F portfolio, value $4,130,717.

    13F-HR 0001667731-25-000498 filed by Moran 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 37,427 shares
    Change vs previous 13F -2,191 shares

    0.15% of the 13F portfolio, value $4,758,095.

    13F-HR 0001667731-25-000219 filed by Moran 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 39,618 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,559,990.

    13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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