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Disclosery

Portside Wealth Group, LLC: DEO position timeline

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

Portside Wealth Group, LLC held 8,359 DEO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,359 shares
    Change vs previous 13F +1,705 shares

    0.08% of the 13F portfolio, value $671,889.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 6,654 shares
    Change vs previous 13F +1,327 shares

    0.07% of the 13F portfolio, value $495,419.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 5,327 shares
    Change vs previous 13F +72 shares

    0.06% of the 13F portfolio, value $459,595.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 5,255 shares
    Change vs previous 13F +83 shares

    0.07% of the 13F portfolio, value $501,490.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 5,172 shares
    Change vs previous 13F +215 shares

    0.08% of the 13F portfolio, value $521,550.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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/A 4,957 shares
    Change vs previous 13F +320 shares

    0.08% of the 13F portfolio, value $519,444.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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/A 4,637 shares
    Change vs previous 13F -168 shares

    0.1% of the 13F portfolio, value $589,502.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, 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 4,805 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $674,333.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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