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Disclosery

Destination Wealth Management: FLOT position timeline

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

Destination Wealth Management held 681,091 FLOT 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 681,091 shares
    Change vs previous 13F +3,053 shares

    0.81% of the 13F portfolio, value $34,769,677.

    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 678,038 shares
    Change vs previous 13F +32,181 shares

    0.9% of the 13F portfolio, value $34,546,059.

    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 645,857 shares
    Change vs previous 13F +94,174 shares

    0.86% of the 13F portfolio, value $32,848,300.

    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 551,683 shares
    Change vs previous 13F +37,322 shares

    0.78% of the 13F portfolio, value $28,182,713.

    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 514,361 shares
    Change vs previous 13F +16,110 shares

    0.77% of the 13F portfolio, value $26,242,704.

    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 498,251 shares
    Change vs previous 13F +18,418 shares

    0.8% of the 13F portfolio, value $25,435,729.

    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 479,833 shares
    Change vs previous 13F +5,086 shares

    0.76% of the 13F portfolio, value $24,413,927.

    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 474,747 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $24,231,111.

    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).