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Disclosery

Destination Wealth Management: DHR position timeline

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

Destination Wealth Management held 9,982 DHR 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 9,982 shares
    Change vs previous 13F -4,703 shares

    0.04% of the 13F portfolio, value $1,901,339.

    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 14,685 shares
    Change vs previous 13F -6,596 shares

    0.07% of the 13F portfolio, value $2,784,245.

    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 21,281 shares
    Change vs previous 13F -169,136 shares

    0.13% of the 13F portfolio, value $4,871,686.

    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 190,417 shares
    Change vs previous 13F +7,640 shares

    1.04% of the 13F portfolio, value $37,752,038.

    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 182,777 shares
    Change vs previous 13F +7,854 shares

    1.06% of the 13F portfolio, value $36,105,750.

    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 174,923 shares
    Change vs previous 13F +11,560 shares

    1.13% of the 13F portfolio, value $35,859,299.

    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 163,363 shares
    Change vs previous 13F +4,008 shares

    1.17% of the 13F portfolio, value $37,500,065.

    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 159,355 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $44,303,788.

    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).