Skip to content
Disclosery

Destination Wealth Management: BOND position timeline

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

Destination Wealth Management held 101,466 BOND 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 101,466 shares
    Change vs previous 13F +3,003 shares

    0.22% of the 13F portfolio, value $9,356,180.

    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 98,463 shares
    Change vs previous 13F -5,560 shares

    0.24% of the 13F portfolio, value $9,086,166.

    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 104,023 shares
    Change vs previous 13F +5,035 shares

    0.25% of the 13F portfolio, value $9,682,461.

    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 98,988 shares
    Change vs previous 13F +4,116 shares

    0.25% of the 13F portfolio, value $9,240,485.

    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 94,872 shares
    Change vs previous 13F +2,325 shares

    0.26% of the 13F portfolio, value $8,745,290.

    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 92,547 shares
    Change vs previous 13F -1,130 shares

    0.27% of the 13F portfolio, value $8,557,858.

    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 93,677 shares
    Change vs previous 13F +809 shares

    0.26% of the 13F portfolio, value $8,470,268.

    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 92,868 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $8,786,277.

    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).