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Disclosery

Destination Wealth Management: BX position timeline

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

Destination Wealth Management held 208,259 BX 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 208,259 shares
    Change vs previous 13F +8,602 shares

    0.57% of the 13F portfolio, value $24,505,866.

    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 199,657 shares
    Change vs previous 13F +12,406 shares

    0.6% of the 13F portfolio, value $22,958,603.

    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 187,251 shares
    Change vs previous 13F +2,252 shares

    0.76% of the 13F portfolio, value $28,862,879.

    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 184,999 shares
    Change vs previous 13F -2,135 shares

    0.87% of the 13F portfolio, value $31,607,090.

    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 187,134 shares
    Change vs previous 13F +2,961 shares

    0.82% of the 13F portfolio, value $27,991,462.

    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 184,173 shares
    Change vs previous 13F -3,251 shares

    0.81% of the 13F portfolio, value $25,743,770.

    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 187,424 shares
    Change vs previous 13F -12,631 shares

    1.01% of the 13F portfolio, value $32,315,591.

    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 200,055 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $30,634,350.

    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).