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Destination Wealth Management: MA position timeline

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

Destination Wealth Management held 108,654 MA 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 108,654 shares
    Change vs previous 13F +2,783 shares

    1.3% of the 13F portfolio, value $55,804,801.

    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 105,871 shares
    Change vs previous 13F +2,509 shares

    1.37% of the 13F portfolio, value $52,899,513.

    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 103,362 shares
    Change vs previous 13F +1,295 shares

    1.54% of the 13F portfolio, value $59,007,174.

    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 102,067 shares
    Change vs previous 13F +401 shares

    1.6% of the 13F portfolio, value $58,056,556.

    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 101,666 shares
    Change vs previous 13F -1,590 shares

    1.68% of the 13F portfolio, value $57,130,238.

    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 103,256 shares
    Change vs previous 13F -2,424 shares

    1.78% of the 13F portfolio, value $56,596,818.

    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 105,680 shares
    Change vs previous 13F -2,155 shares

    1.74% of the 13F portfolio, value $55,648,049.

    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 107,835 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $53,248,982.

    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).