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Destination Wealth Management: EFA position timeline

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

Destination Wealth Management held 673,331 EFA 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 673,331 shares
    Change vs previous 13F +15,715 shares

    1.63% of the 13F portfolio, value $69,945,578.

    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 657,616 shares
    Change vs previous 13F +239,831 shares

    1.66% of the 13F portfolio, value $63,874,213.

    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 417,785 shares
    Change vs previous 13F +1,751 shares

    1.05% of the 13F portfolio, value $40,119,865.

    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 416,034 shares
    Change vs previous 13F -2,733 shares

    1.07% of the 13F portfolio, value $38,845,122.

    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 418,767 shares
    Change vs previous 13F -13,582 shares

    1.1% of the 13F portfolio, value $37,433,582.

    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 432,349 shares
    Change vs previous 13F -4,427 shares

    1.11% of the 13F portfolio, value $35,335,869.

    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 436,776 shares
    Change vs previous 13F +5,421 shares

    1.03% of the 13F portfolio, value $33,024,620.

    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 431,355 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $36,074,184.

    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).