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Disclosery

Destination Wealth Management: DES position timeline

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

Destination Wealth Management held 324,017 DES 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 324,017 shares
    Change vs previous 13F -5,229 shares

    0.31% of the 13F portfolio, value $13,181,031.

    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 329,246 shares
    Change vs previous 13F -2,566 shares

    0.31% of the 13F portfolio, value $11,833,090.

    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 331,812 shares
    Change vs previous 13F +1,124 shares

    0.29% of the 13F portfolio, value $11,099,115.

    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 330,688 shares
    Change vs previous 13F +5,803 shares

    0.31% of the 13F portfolio, value $11,137,560.

    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 324,885 shares
    Change vs previous 13F +15,851 shares

    0.3% of the 13F portfolio, value $10,318,341.

    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 309,034 shares
    Change vs previous 13F -3,119 shares

    0.31% of the 13F portfolio, value $9,876,736.

    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 312,153 shares
    Change vs previous 13F -7,195 shares

    0.34% of the 13F portfolio, value $10,722,452.

    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 319,348 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $11,014,325.

    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).