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Burt Wealth Advisors

SEC CIK
0001612041
Latest filing
Nov 5, 2025

DEO holding history

Diageo PLC in every 13F filed by Burt 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 Q3 2025 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of DEO by Burt Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−1,296−100.0%Sold outHolders
Q2 20231,296$224.8K0.1%00.0%UnchangedHolders
Q1 20231,296$234.8K0.1%00.0%UnchangedHolders
Q4 20221,296$230.9K0.1%00.0%UnchangedHolders
Q3 20221,296$220.0K0.1%00.0%UnchangedHolders
Q2 20221,296$226.0K0.1%00.0%UnchangedHolders
Q1 20221,296$263.0K0.1%00.0%UnchangedHolders
Q4 20211,296$285.0K0.1%00.0%UnchangedHolders
Q3 20211,296$250.0K0.1%00.0%UnchangedHolders
Q2 20211,296$248.0K0.1%00.0%UnchangedHolders
Q1 20211,296$213.0K0.1%––Holders

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