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Disclosery

Destination Wealth Management: DON position timeline

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

Destination Wealth Management held 239,935 DON 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 239,935 shares
    Change vs previous 13F +3,521 shares

    0.32% of the 13F portfolio, value $13,561,107.

    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 236,414 shares
    Change vs previous 13F -657 shares

    0.32% of the 13F portfolio, value $12,421,200.

    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 237,071 shares
    Change vs previous 13F +5,359 shares

    0.32% of the 13F portfolio, value $12,232,866.

    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 231,712 shares
    Change vs previous 13F +3,351 shares

    0.33% of the 13F portfolio, value $12,118,524.

    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 228,361 shares
    Change vs previous 13F +3,816 shares

    0.34% of the 13F portfolio, value $11,445,451.

    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 224,545 shares
    Change vs previous 13F -3,742 shares

    0.35% of the 13F portfolio, value $11,119,468.

    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 228,287 shares
    Change vs previous 13F -6,820 shares

    0.36% of the 13F portfolio, value $11,635,789.

    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 235,107 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $12,021,033.

    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).