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Disclosery

Destination Wealth Management: AFL position timeline

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

Destination Wealth Management held 236,154 AFL 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 236,154 shares
    Change vs previous 13F -530 shares

    0.65% of the 13F portfolio, value $27,689,006.

    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 236,684 shares
    Change vs previous 13F +1,983 shares

    0.67% of the 13F portfolio, value $25,966,629.

    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 234,701 shares
    Change vs previous 13F +401 shares

    0.68% of the 13F portfolio, value $25,880,429.

    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 234,300 shares
    Change vs previous 13F +2,092 shares

    0.72% of the 13F portfolio, value $26,171,306.

    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 232,208 shares
    Change vs previous 13F -4,130 shares

    0.72% of the 13F portfolio, value $24,488,604.

    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 236,338 shares
    Change vs previous 13F -2,985 shares

    0.83% of the 13F portfolio, value $26,278,371.

    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 239,323 shares
    Change vs previous 13F -6,630 shares

    0.77% of the 13F portfolio, value $24,755,551.

    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 245,953 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $27,497,568.

    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).