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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

DEO holding history

Diageo PLC in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DEO overviewAll 13F holders of DEOFull Q3 2025 holdings

Shares (Q3 2025)
5,645
Value
$538.7K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of DEO by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20255,645$538.7K<0.1%−1,316−18.9%ReducedHolders
Q2 20256,961$701.9K<0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202414,047$1.79M0.1%+896+6.8%AddedHolders
Q3 202413,151$1.85M0.1%−5,178−28.3%ReducedHolders
Q2 202418,329$2.31M0.1%+3,823+26.4%AddedHolders
Q1 202414,506$2.16M0.1%−411−2.8%ReducedHolders
Q4 202314,917$2.17M0.1%−1,331−8.2%ReducedHolders
Q3 202316,248$2.42M0.1%+759+4.9%AddedHolders
Q2 202315,489$2.69M0.1%−377−2.4%ReducedHolders
Q1 202315,866$2.87M0.2%+1,596+11.2%AddedHolders
Q4 202214,270$2.54M0.2%−1,217−7.9%ReducedHolders
Q3 202215,487$2.63M0.2%+1,689+12.2%AddedHolders
Q2 202213,798$2.40M0.2%−899−6.1%ReducedHolders
Q1 202214,697$2.98M0.2%+272+1.9%AddedHolders
Q4 202114,425$3.17M0.2%+470+3.4%AddedHolders
Q3 202113,955$2.69M0.2%+300+2.2%AddedHolders
Q2 202113,655$2.62M0.2%+156+1.2%AddedHolders
Q1 202113,499$2.22M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.