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Focus Partners Wealth: DEO position timeline

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

Focus Partners Wealth held 36,533 DEO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,533 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $2,936,528.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 36,515 shares
    Change vs previous 13F +5,078 shares

    <0.01% of the 13F portfolio, value $2,718,621.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 31,437 shares
    Change vs previous 13F +3,607 shares

    <0.01% of the 13F portfolio, value $2,713,336.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 31,437 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 27,830 shares
    Change vs previous 13F -487 shares

    <0.01% of the 13F portfolio, value $2,644,196.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 25,662 shares
    • Focus Partners Advisor Solutions, LLC: 2,168 shares

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

  5. period ended2025-06-30
    13F 28,317 shares
    Change vs previous 13F +308 shares

    0.01% of the 13F portfolio, value $2,855,455.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 26,150 shares
    • Focus Partners Advisor Solutions, LLC: 2,167 shares

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

  6. period ended2025-03-31
    13F/A 28,009 shares
    Change vs previous 13F -21,688 shares

    0.01% of the 13F portfolio, value $2,935,407.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 25,571 shares
    • Focus Partners Advisor Solutions, LLC: 2,438 shares

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

  7. period ended2024-12-31
    13F/A 49,697 shares
    Change vs previous 13F +25,680 shares

    0.01% of the 13F portfolio, value $6,317,941.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 47,090 shares
    • Focus Partners Advisor Solutions, LLC: 2,607 shares

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

  8. period ended2024-09-30
    13F 24,017 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,370,500.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 21,057 shares
    • Focus Partners Advisor Solutions, LLC: 2,960 shares

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