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Disclosery

Destination Wealth Management: CL position timeline

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

Destination Wealth Management held 563,615 CL 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 563,615 shares
    Change vs previous 13F +10,209 shares

    1.21% of the 13F portfolio, value $51,672,226.

    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 553,406 shares
    Change vs previous 13F +18,124 shares

    1.23% of the 13F portfolio, value $47,166,764.

    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 535,282 shares
    Change vs previous 13F +7,183 shares

    1.11% of the 13F portfolio, value $42,297,947.

    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 528,099 shares
    Change vs previous 13F +16,226 shares

    1.16% of the 13F portfolio, value $42,216,242.

    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 511,873 shares
    Change vs previous 13F +4,763 shares

    1.36% of the 13F portfolio, value $46,529,222.

    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 507,110 shares
    Change vs previous 13F +8,438 shares

    1.5% of the 13F portfolio, value $47,516,185.

    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 498,672 shares
    Change vs previous 13F -744 shares

    1.42% of the 13F portfolio, value $45,334,294.

    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 499,416 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $51,844,416.

    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).