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Disclosery

NewEdge Wealth, LLC: DEO position timeline

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

NewEdge Wealth, LLC held 31,585 DEO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,585 shares
    Change vs previous 13F +1,841 shares

    0.03% of the 13F portfolio, value $2,538,834.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 29,744 shares
    Change vs previous 13F +9,350 shares

    0.03% of the 13F portfolio, value $2,214,462.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 20,394 shares
    Change vs previous 13F -569 shares

    0.02% of the 13F portfolio, value $1,759,374.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 20,963 shares
    Change vs previous 13F -7,676 shares

    0.03% of the 13F portfolio, value $1,968,426.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 28,639 shares
    Change vs previous 13F +3,982 shares

    0.05% of the 13F portfolio, value $3,121,634.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 24,657 shares
    Change vs previous 13F +4,009 shares

    0.05% of the 13F portfolio, value $2,583,762.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 20,648 shares
    Change vs previous 13F -1,088 shares

    0.05% of the 13F portfolio, value $2,624,980.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 21,736 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,050,430.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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