Destination Wealth Management: CTAS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Destination Wealth Management on CTAS, newest first. How the timeline and the estimate are built.
Destination Wealth Management held 14,174 CTAS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 14,174 sharesChange vs previous 13F +216 shares
0.06% of the 13F portfolio, value $2,410,659.
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 13,958 sharesChange vs previous 13F +69 shares
0.06% of the 13F portfolio, value $2,360,788.
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 13,889 sharesChange vs previous 13F -226 shares
0.07% of the 13F portfolio, value $2,612,125.
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 14,115 sharesChange vs previous 13F -77 shares
0.08% of the 13F portfolio, value $2,897,145.
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).
- period ended2025-06-3013F 14,192 sharesChange vs previous 13F +72 shares
0.09% of the 13F portfolio, value $3,163,031.
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).
- period ended2025-03-3113F 14,120 sharesChange vs previous 13F -45 shares
0.09% of the 13F portfolio, value $2,902,118.
13F-HR 0001278573-25-000006 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 ended2024-12-3113F 14,165 sharesChange vs previous 13F +11,505 shares
0.08% of the 13F portfolio, value $2,588,012.
13F-HR 0001278573-25-000002 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 ended2024-09-3013F 2,660 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $547,654.
13F-HR 0001278573-24-000010 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).