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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

DEO holding history

Diageo PLC in every 13F filed by Heritage Wealth Advisors, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of DEO by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−4,086−100.0%Sold outHolders
Q4 20254,086$352.5K<0.1%00.0%UnchangedHolders
Q3 20254,086$389.9K<0.1%−134−3.2%ReducedHolders
Q2 20254,220$425.5K<0.1%00.0%UnchangedHolders
Q1 20254,220$442.2K<0.1%−408−8.8%ReducedHolders
Q4 20244,628$588.4K<0.1%00.0%UnchangedHolders
Q3 20244,628$649.5K<0.1%−1,445−23.8%ReducedHolders
Q2 20246,073$765.7K<0.1%−10.0%ReducedHolders
Q1 20246,074$903.4K<0.1%−40−0.7%ReducedHolders
Q4 20236,114$890.6K<0.1%+431+7.6%AddedHolders
Q3 20235,683$847.8K<0.1%+848+17.5%AddedHolders
Q2 20234,835$838.8K<0.1%00.0%UnchangedHolders
Q1 20234,835$876.0K<0.1%−144−2.9%ReducedHolders
Q4 20224,979$887.2K0.1%00.0%UnchangedHolders
Q3 20224,979$845.5K0.1%00.0%UnchangedHolders
Q2 20224,979$867.0K0.1%00.0%UnchangedHolders
Q1 20224,979$1.01M0.1%00.0%UnchangedHolders
Q4 20214,979$1.10M0.1%00.0%UnchangedHolders
Q3 20214,979$960.9K0.1%00.0%UnchangedHolders
Q2 20214,979$954.4K0.1%−500−9.1%ReducedHolders
Q1 20215,479$899.7K0.1%––Holders

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