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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

DEO holding history

Diageo PLC in every 13F filed by Avidian Wealth Solutions, LLC, 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 Q2 2026 holdings

Shares (Q2 2026)
4,064
Value
$326.7K
% of portfolio
<0.1%
Quarters held
14
Since Q4 2021
Holdings of DEO by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,064$326.7K<0.1%+489+13.7%AddedHolders
Q1 20263,575$266.1K<0.1%+3,575NewHolders
Q4 20250$00.0%−2,171−100.0%Sold outHolders
Q3 20252,171$207.2K<0.1%+14+0.6%AddedHolders
Q2 20252,157$217.5K<0.1%−119−5.2%ReducedHolders
Q1 20252,276$238.5K<0.1%−83−3.5%ReducedHolders
Q4 20242,359$300.0K<0.1%−149−5.9%ReducedHolders
Q3 20242,508$352.0K<0.1%−464−15.6%ReducedHolders
Q2 20242,972$374.7K<0.1%+85+2.9%AddedHolders
Q1 20242,887$429.4K<0.1%+1,422+97.1%AddedHolders
Q4 20231,465$213.4K<0.1%+1,465NewHolders
Q3 20230$00.0%−1,195−100.0%Sold outHolders
Q2 20231,195$207.3K<0.1%−388−24.5%ReducedHolders
Q1 20231,583$286.8K<0.1%−120−7.0%ReducedHolders
Q4 20221,703$303.5K<0.1%+1,703NewHolders
Q1 20220$00.0%−1,101−100.0%Sold outHolders
Q4 20211,101$242.0K<0.1%+1,101NewHolders