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Disclosery

Destination Wealth Management: DSI position timeline

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

Destination Wealth Management held 6,489 DSI 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 6,489 shares
    Change vs previous 13F +667 shares

    0.02% of the 13F portfolio, value $923,969.

    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 5,822 shares
    Change vs previous 13F -43 shares

    0.02% of the 13F portfolio, value $705,568.

    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 5,865 shares
    Change vs previous 13F -1,110 shares

    0.02% of the 13F portfolio, value $755,588.

    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 6,975 shares
    Change vs previous 13F -2,659 shares

    0.02% of the 13F portfolio, value $878,501.

    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 9,634 shares
    Change vs previous 13F +543 shares

    0.03% of the 13F portfolio, value $1,119,085.

    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 9,091 shares
    Change vs previous 13F +264 shares

    0.03% of the 13F portfolio, value $931,009.

    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 8,827 shares
    Change vs previous 13F -362 shares

    0.03% of the 13F portfolio, value $973,177.

    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 9,189 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $999,671.

    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).