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West Financial Advisors, LLC

SEC CIK
0001843684
Latest filing
Jul 8, 2026

DEO holding history

Diageo PLC in every 13F filed by West Financial Advisors, 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
17
Since Q1 2021
Holdings of DEO by West Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−13−100.0%Sold outHolders
Q4 202513$1.12K<0.1%+13NewHolders
Q3 20250$00.0%−41−100.0%Sold outHolders
Q2 202541$4.13K<0.1%00.0%UnchangedHolders
Q1 202541$4.30K<0.1%00.0%UnchangedHolders
Q4 202441$5.21K<0.1%00.0%UnchangedHolders
Q3 202441$5.75K<0.1%00.0%UnchangedHolders
Q2 202441$5.17K<0.1%00.0%UnchangedHolders
Q1 202441$6.10K<0.1%00.0%UnchangedHolders
Q4 202341$5.97K<0.1%00.0%UnchangedHolders
Q3 202341$6.12K<0.1%00.0%UnchangedHolders
Q2 202341$7.11K<0.1%+41NewHolders
Q4 20220$00.0%−225−100.0%Sold outHolders
Q3 2022225$38.0K<0.1%00.0%UnchangedHolders
Q2 2022225$39.0K<0.1%−37−14.1%ReducedHolders
Q1 2022262$53.0K<0.1%+37+16.4%AddedHolders
Q4 2021225$50.0K<0.1%00.0%UnchangedHolders
Q3 2021225$43.0K<0.1%00.0%UnchangedHolders
Q2 2021225$43.0K<0.1%00.0%UnchangedHolders
Q1 2021225$37.0K<0.1%––Holders

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