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Disclosery

Destination Wealth Management: FNDX position timeline

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

Destination Wealth Management held 16,212 FNDX 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 16,212 shares
    Change vs previous 13F -5,660 shares

    0.01% of the 13F portfolio, value $504,208.

    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 21,872 shares
    Change vs previous 13F +2,480 shares

    0.02% of the 13F portfolio, value $609,124.

    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 19,392 shares
    Change vs previous 13F +6,715 shares

    0.01% of the 13F portfolio, value $527,661.

    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 12,677 shares
    Change vs previous 13F -6,875 shares

    0.01% of the 13F portfolio, value $333,414.

    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 19,552 shares
    Change vs previous 13F +2,584 shares

    0.01% of the 13F portfolio, value $479,806.

    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 16,968 shares
    Change vs previous 13F +7,614 shares

    0.01% of the 13F portfolio, value $400,614.

    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 9,354 shares
    Change vs previous 13F +6,435 shares

    0.01% of the 13F portfolio, value $221,503.

    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 2,919 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $209,467.

    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).