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Destination Wealth Management: F position timeline

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

Destination Wealth Management held 12,911 F 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 12,911 shares
    Change vs previous 13F -1,626 shares

    <0.01% of the 13F portfolio, value $179,468.

    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 14,537 shares
    Change vs previous 13F -290 shares

    <0.01% of the 13F portfolio, value $167,755.

    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 14,827 shares
    Change vs previous 13F +595 shares

    0.01% of the 13F portfolio, value $194,532.

    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 14,232 shares
    Change vs previous 13F +960 shares

    <0.01% of the 13F portfolio, value $170,221.

    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 13,272 shares
    Change vs previous 13F +756 shares

    <0.01% of the 13F portfolio, value $144,003.

    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 12,516 shares
    Change vs previous 13F -2,753 shares

    <0.01% of the 13F portfolio, value $125,532.

    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 15,269 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $151,163.

    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).