Skip to content
Disclosery

Destination Wealth Management: FNDF position timeline

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

Destination Wealth Management held 4,715 FNDF 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 4,715 shares
    Change vs previous 13F -741 shares

    0.01% of the 13F portfolio, value $248,739.

    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 5,456 shares
    Change vs previous 13F +691 shares

    0.01% of the 13F portfolio, value $266,945.

    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 4,765 shares
    Change vs previous 13F +84 shares

    0.01% of the 13F portfolio, value $215,414.

    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 4,681 shares
    Change vs previous 13F -1,864 shares

    0.01% of the 13F portfolio, value $201,077.

    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 6,545 shares
    Change vs previous 13F -10 shares

    0.01% of the 13F portfolio, value $261,939.

    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 6,555 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $236,910.

    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).