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Disclosery

Destination Wealth Management: AGG position timeline

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

Destination Wealth Management held 1,776,193 AGG 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 1,776,193 shares
    Change vs previous 13F +90,616 shares

    4.11% of the 13F portfolio, value $175,807,561.

    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 1,685,577 shares
    Change vs previous 13F +92,031 shares

    4.35% of the 13F portfolio, value $167,327,240.

    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 1,593,546 shares
    Change vs previous 13F +54,567 shares

    4.16% of the 13F portfolio, value $159,163,381.

    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 1,538,979 shares
    Change vs previous 13F +79,110 shares

    4.25% of the 13F portfolio, value $154,282,641.

    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 1,459,869 shares
    Change vs previous 13F +13,821 shares

    4.25% of the 13F portfolio, value $144,819,019.

    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 1,446,048 shares
    Change vs previous 13F +70,961 shares

    4.51% of the 13F portfolio, value $143,043,035.

    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 1,375,087 shares
    Change vs previous 13F +31,972 shares

    4.17% of the 13F portfolio, value $133,245,914.

    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 1,343,115 shares
    Change vs previous 13F not available

    4.22% of the 13F portfolio, value $136,017,287.

    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).