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Disclosery

Destination Wealth Management: AGGM position timeline

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

Destination Wealth Management held 210,294 AGGM 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 210,294 shares
    Change vs previous 13F +680 shares

    0.51% of the 13F portfolio, value $21,834,211.

    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 209,614 shares
    Change vs previous 13F +8,230 shares

    0.57% of the 13F portfolio, value $21,835,466.

    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 201,384 shares
    Change vs previous 13F +9,452 shares

    0.55% of the 13F portfolio, value $21,084,857.

    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 191,932 shares
    Change vs previous 13F +5,123 shares

    0.56% of the 13F portfolio, value $20,221,055.

    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 186,809 shares
    Change vs previous 13F +4,153 shares

    0.57% of the 13F portfolio, value $19,511,409.

    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 182,656 shares
    Change vs previous 13F +5,975 shares

    0.6% of the 13F portfolio, value $19,021,823.

    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 176,681 shares
    Change vs previous 13F +4,291 shares

    0.56% of the 13F portfolio, value $18,061,134.

    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 172,390 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $18,418,166.

    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).