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Destination Wealth Management: EAGG position timeline

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

Destination Wealth Management held 482,719 EAGG 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 482,719 shares
    Change vs previous 13F +27,705 shares

    0.53% of the 13F portfolio, value $22,885,725.

    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 455,014 shares
    Change vs previous 13F +20,339 shares

    0.56% of the 13F portfolio, value $21,635,920.

    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 434,675 shares
    Change vs previous 13F +13,752 shares

    0.54% of the 13F portfolio, value $20,799,186.

    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 420,923 shares
    Change vs previous 13F +33,079 shares

    0.56% of the 13F portfolio, value $20,216,911.

    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 387,844 shares
    Change vs previous 13F +107,407 shares

    0.54% of the 13F portfolio, value $18,438,118.

    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 280,437 shares
    Change vs previous 13F +2,006 shares

    0.42% of the 13F portfolio, value $13,315,158.

    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 278,431 shares
    Change vs previous 13F +9,159 shares

    0.4% of the 13F portfolio, value $12,930,323.

    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 269,272 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $13,083,907.

    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).