Skip to content
Disclosery

Destination Wealth Management: AVDV position timeline

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

Destination Wealth Management held 4,078 AVDV 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 4,078 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $420,238.

    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 4,078 shares
    Change vs previous 13F +677 shares

    0.01% of the 13F portfolio, value $407,229.

    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 3,401 shares
    Change vs previous 13F -158 shares

    0.01% of the 13F portfolio, value $319,592.

    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 3,559 shares
    Change vs previous 13F +158 shares

    0.01% of the 13F portfolio, value $316,892.

    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 3,401 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $269,631.

    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).