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Townsend & Associates, Inc: DEO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Townsend & Associates, Inc on DEO, newest first. How the timeline and the estimate are built.

Townsend & Associates, Inc held 168,835 DEO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 168,835 shares
    Change vs previous 13F +6,399 shares

    1.22% of the 13F portfolio, value $14,323,943.

    13F-HR 0001729359-26-000004 filed by Townsend & Associates, Inc
    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 162,436 shares
    Change vs previous 13F +9,121 shares

    1.12% of the 13F portfolio, value $12,986,741.

    13F-HR 0001729359-26-000003 filed by Townsend & Associates, Inc
    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 153,315 shares
    Change vs previous 13F +4,749 shares

    1.22% of the 13F portfolio, value $13,698,676.

    13F-HR 0001729359-26-000002 filed by Townsend & Associates, Inc
    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 148,566 shares
    Change vs previous 13F +5,401 shares

    1.38% of the 13F portfolio, value $14,504,525.

    13F-HR 0001729359-25-000007 filed by Townsend & Associates, Inc
    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 143,165 shares
    Change vs previous 13F +3,262 shares

    1.52% of the 13F portfolio, value $15,325,772.

    13F-HR 0001729359-25-000004 filed by Townsend & Associates, Inc
    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 139,903 shares
    Change vs previous 13F +40,977 shares

    1.6% of the 13F portfolio, value $15,347,408.

    13F-HR 0001729359-25-000003 filed by Townsend & Associates, Inc
    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 98,926 shares
    Change vs previous 13F +4,100 shares

    1.21% of the 13F portfolio, value $11,844,464.

    13F-HR 0001729359-25-000001 filed by Townsend & Associates, Inc
    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 94,826 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $12,724,761.

    13F-HR 0001729359-24-000004 filed by Townsend & Associates, Inc
    Filed (acceptance time not in the bulk data set), ingested

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