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Three Bridge Wealth Advisors, LLC

SEC CIK
0001950962
Latest filing
Jul 27, 2026

DEO holding history

Diageo PLC in every 13F filed by Three Bridge Wealth 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 (Q2 2026)
6,921
Value
$556.3K
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of DEO by Three Bridge Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,921$556.3K0.1%+53+0.8%AddedHolders
Q1 20266,868$511.3K0.1%+537+8.5%AddedHolders
Q4 20256,331$546.2K0.1%+85+1.4%AddedHolders
Q3 20256,246$596.1K0.2%+124+2.0%AddedHolders
Q2 20256,122$617.3K0.2%+328+5.7%AddedHolders
Q1 20255,794$616.6K0.2%+547+10.4%AddedHolders
Q4 20245,247$667.1K0.2%−136−2.5%ReducedHolders
Q3 20245,383$768.4K0.3%+352+7.0%AddedHolders
Q2 20245,031$634.3K0.3%−431−7.9%ReducedHolders
Q1 20245,462$820.6K0.3%+1,505+38.0%AddedHolders
Q4 20233,957$576.4K0.2%+3,957NewHolders