Skip to main content

Phillips Wealth Planners LLC

SEC CIK
0001962628
Latest filing
Aug 7, 2026

DEO holding history

Diageo PLC in every 13F filed by Phillips Wealth Planners 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2025
Holdings of DEO by Phillips Wealth Planners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−2,580−100.0%Sold outHolders
Q3 20252,580$243.5K0.2%+196+8.2%AddedHolders
Q2 20252,384$250.8K0.2%+2,384NewHolders