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Disclosery

Destination Wealth Management: DGRO position timeline

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

Destination Wealth Management held 7,817 DGRO 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 7,817 shares
    Change vs previous 13F +1,316 shares

    0.01% of the 13F portfolio, value $592,417.

    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 6,501 shares
    Change vs previous 13F +526 shares

    0.01% of the 13F portfolio, value $456,209.

    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 5,975 shares
    Change vs previous 13F -1,351 shares

    0.01% of the 13F portfolio, value $414,754.

    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 7,326 shares
    Change vs previous 13F +678 shares

    0.01% of the 13F portfolio, value $498,724.

    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 6,648 shares
    Change vs previous 13F -76 shares

    0.01% of the 13F portfolio, value $425,045.

    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 6,724 shares
    Change vs previous 13F +35 shares

    0.01% of the 13F portfolio, value $415,431.

    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 6,689 shares
    Change vs previous 13F -28 shares

    0.01% of the 13F portfolio, value $410,312.

    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 6,717 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $421,082.

    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).