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Disclosery

Destination Wealth Management: CMF position timeline

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

Destination Wealth Management held 27,221 CMF 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 27,221 shares
    Change vs previous 13F -18,262 shares

    0.04% of the 13F portfolio, value $1,569,018.

    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 45,483 shares
    Change vs previous 13F +1,918 shares

    0.07% of the 13F portfolio, value $2,586,163.

    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 43,565 shares
    Change vs previous 13F +20,911 shares

    0.07% of the 13F portfolio, value $2,503,245.

    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 22,654 shares
    Change vs previous 13F +4,753 shares

    0.04% of the 13F portfolio, value $1,292,184.

    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 17,901 shares
    Change vs previous 13F -599 shares

    0.03% of the 13F portfolio, value $997,802.

    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 18,500 shares
    Change vs previous 13F +999 shares

    0.03% of the 13F portfolio, value $1,041,180.

    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 17,501 shares
    Change vs previous 13F +3,191 shares

    0.03% of the 13F portfolio, value $1,002,457.

    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 14,310 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $831,554.

    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).