Cascade Financial Partners, LLC

SEC CIK: 0002021208
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

DEO holding history

Diageo PLC in every 13F filed by Cascade Financial Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DEO overview All 13F holders of DEO Full Q2 2026 holdings

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2024

Holdings of DEO by Cascade Financial Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−1,664−100.0%	Sold out	Holders
Q2 2024	1,664	$209.9K	<0.1%	−150−8.3%	Reduced	Holders
Q1 2024	1,814	$248.6K	<0.1%	–	No prior filing	Holders