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Disclosery

Destination Wealth Management: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Destination Wealth Management on AAPL, newest first. How the timeline and the estimate are built.

Destination Wealth Management held 846,145 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 846,145 shares
    Change vs previous 13F -11,335 shares

    5.72% of the 13F portfolio, value $244,840,584.

    13F-HR 0001278573-26-000008 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 857,480 shares
    Change vs previous 13F -5,337 shares

    5.65% of the 13F portfolio, value $217,619,865.

    13F-HR 0001278573-26-000006 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 862,817 shares
    Change vs previous 13F -10,574 shares

    6.14% of the 13F portfolio, value $234,565,528.

    13F-HR 0001278573-26-000003 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 873,391 shares
    Change vs previous 13F +28,672 shares

    6.13% of the 13F portfolio, value $222,391,559.

    13F-HR 0001278573-25-000012 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 844,719 shares
    Change vs previous 13F +40,735 shares

    5.08% of the 13F portfolio, value $173,311,053.

    13F-HR 0001278573-25-000009 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 803,984 shares
    Change vs previous 13F -28,136 shares

    5.63% of the 13F portfolio, value $178,589,077.

    13F-HR 0001278573-25-000006 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 832,120 shares
    Change vs previous 13F -9,548 shares

    6.52% of the 13F portfolio, value $208,379,394.

    13F-HR 0001278573-25-000002 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 841,668 shares
    Change vs previous 13F not available

    6.08% of the 13F portfolio, value $196,108,640.

    13F-HR 0001278573-24-000010 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).