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Philip James Wealth Mangement, LLC: DEO position timeline

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

Philip James Wealth Mangement, LLC held 103,195 DEO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,195 shares
    Change vs previous 13F +19,790 shares

    0.93% of the 13F portfolio, value $8,294,814.

    13F-HR 0002002630-26-000004 filed by Philip James Wealth Mangement, 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 83,405 shares
    Change vs previous 13F +21,913 shares

    0.71% of the 13F portfolio, value $6,209,502.

    13F-HR 0002002630-26-000002 filed by Philip James Wealth Mangement, 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 61,492 shares
    Change vs previous 13F +14,701 shares

    0.61% of the 13F portfolio, value $5,304,915.

    13F-HR 0002002630-26-000001 filed by Philip James Wealth Mangement, 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 46,791 shares
    Change vs previous 13F +13,684 shares

    0.52% of the 13F portfolio, value $4,465,265.

    13F-HR 0002002630-25-000006 filed by Philip James Wealth Mangement, 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 33,107 shares
    Change vs previous 13F +14,895 shares

    0.43% of the 13F portfolio, value $3,338,472.

    13F-HR 0002002630-25-000003 filed by Philip James Wealth Mangement, 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 18,212 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,908,442.

    13F-HR 0002002630-25-000002 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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