Destination Wealth Management: BWX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Destination Wealth Management on BWX, newest first. How the timeline and the estimate are built.
Destination Wealth Management held 22,112 BWX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 22,112 sharesChange vs previous 13F +10,640 shares
0.01% of the 13F portfolio, value $479,388.
13F-HR 0001278573-26-000008 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,472 sharesChange vs previous 13F +901 shares
0.01% of the 13F portfolio, value $251,810.
13F-HR 0001278573-26-000006 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,571 sharesChange vs previous 13F +10,571 shares
0.01% of the 13F portfolio, value $238,165.
13F-HR 0001278573-26-000003 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -10,078 shares
13F-HR 0001278573-25-000012 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 10,078 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $236,732.
13F-HR 0001278573-25-000009 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).