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Disclosery

Destination Wealth Management: LQDH position timeline

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

Destination Wealth Management held 967,931 LQDH 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 967,931 shares
    Change vs previous 13F +38,286 shares

    2.11% of the 13F portfolio, value $90,145,750.

    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 929,645 shares
    Change vs previous 13F +37,231 shares

    2.23% of the 13F portfolio, value $85,843,438.

    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 892,414 shares
    Change vs previous 13F +34,888 shares

    2.18% of the 13F portfolio, value $83,306,828.

    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 857,526 shares
    Change vs previous 13F +34,064 shares

    2.21% of the 13F portfolio, value $80,218,121.

    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 823,462 shares
    Change vs previous 13F +7,599 shares

    2.23% of the 13F portfolio, value $76,087,866.

    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 815,863 shares
    Change vs previous 13F +26,836 shares

    2.37% of the 13F portfolio, value $75,279,723.

    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 789,027 shares
    Change vs previous 13F +9,395 shares

    2.29% of the 13F portfolio, value $73,174,319.

    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 779,632 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $72,547,053.

    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).