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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

  1. period ended2026-06-30
    13F 14,174 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,958 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,889 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,115 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,192 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,120 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,165 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,660 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).