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Disclosery

Destination Wealth Management: DIS position timeline

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

Destination Wealth Management held 274,771 DIS 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 274,771 shares
    Change vs previous 13F -4,297 shares

    0.62% of the 13F portfolio, value $26,446,662.

    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 279,068 shares
    Change vs previous 13F -2,788 shares

    0.7% of the 13F portfolio, value $26,896,588.

    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 281,856 shares
    Change vs previous 13F -4,161 shares

    0.84% of the 13F portfolio, value $32,066,714.

    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 286,017 shares
    Change vs previous 13F -3,592 shares

    0.9% of the 13F portfolio, value $32,748,965.

    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 289,609 shares
    Change vs previous 13F -4,409 shares

    1.05% of the 13F portfolio, value $35,914,368.

    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 294,018 shares
    Change vs previous 13F -4,378 shares

    0.91% of the 13F portfolio, value $29,019,571.

    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 298,396 shares
    Change vs previous 13F -8,699 shares

    1.04% of the 13F portfolio, value $33,226,384.

    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 307,095 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $29,539,511.

    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).