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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

DEO holding history

Diageo PLC in every 13F filed by AE Wealth Management 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of DEO by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−4,693−100.0%Sold outHolders
Q4 20254,693$404.9K<0.1%−15−0.3%ReducedHolders
Q3 20254,708$449.3K<0.1%−205−4.2%ReducedHolders
Q2 20254,913$495.4K<0.1%+131+2.7%AddedHolders
Q1 20254,782$501.1K<0.1%+44+0.9%AddedHolders
Q4 20244,738$602.2K<0.1%+63+1.3%AddedHolders
Q3 20244,675$656.0K<0.1%+1,679+56.0%AddedHolders
Q2 20242,996$377.6K<0.1%+1,547+106.8%AddedHolders
Q1 20241,449$215.5K<0.1%−4,773−76.7%ReducedHolders
Q4 20236,222$899.4K<0.1%+1,388+28.7%AddedHolders
Q3 20234,834$721.2K<0.1%−100−2.0%ReducedHolders
Q2 20234,934$856.0K<0.1%+69+1.4%AddedHolders
Q1 20234,865$881.4K<0.1%−27−0.6%ReducedHolders
Q4 20224,892$871.6K<0.1%+97+2.0%AddedHolders
Q3 20224,795$814.0K<0.1%−456−8.7%ReducedHolders
Q2 20225,251$914.0K<0.1%+737+16.3%AddedHolders
Q1 20224,514$917.0K<0.1%+538+13.5%AddedHolders
Q4 20213,976$875.0K<0.1%−147−3.6%ReducedHolders
Q3 20214,123$796.0K<0.1%+310+8.1%AddedHolders
Q2 20213,813$731.0K<0.1%+237+6.6%AddedHolders
Q1 20213,576$587.0K<0.1%––Holders

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