Skip to content

Destination Wealth Management: ADI position timeline

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

Destination Wealth Management held 114,360 ADI 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 114,360 shares
    Change vs previous 13F -6,867 shares

    1.06% of the 13F portfolio, value $45,420,414.

    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 121,227 shares
    Change vs previous 13F -2,822 shares

    1% of the 13F portfolio, value $38,567,211.

    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 124,049 shares
    Change vs previous 13F +850 shares

    0.88% of the 13F portfolio, value $33,642,042.

    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 123,199 shares
    Change vs previous 13F -268 shares

    0.83% of the 13F portfolio, value $30,270,087.

    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 123,467 shares
    Change vs previous 13F +743 shares

    0.86% of the 13F portfolio, value $29,387,696.

    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 122,724 shares
    Change vs previous 13F +1,190 shares

    0.78% of the 13F portfolio, value $24,749,734.

    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 121,534 shares
    Change vs previous 13F +680 shares

    0.81% of the 13F portfolio, value $25,821,019.

    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 120,854 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $27,816,865.

    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).