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Destination Wealth Management: AX position timeline

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

Destination Wealth Management held 24,400 AX 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 24,400 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $2,376,316.

    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 24,400 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $2,076,196.

    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 24,400 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,102,304.

    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).