Destination Wealth Management: META position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Destination Wealth Management on META, newest first. How the timeline and the estimate are built.
Destination Wealth Management held 14,675 META shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 14,675 sharesChange vs previous 13F +94 shares
0.19% of the 13F portfolio, value $8,266,087.
13F-HR 0001278573-26-000008 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,581 sharesChange vs previous 13F +1,635 shares
0.22% of the 13F portfolio, value $8,342,153.
13F-HR 0001278573-26-000006 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,946 sharesChange vs previous 13F +5,573 shares
0.22% of the 13F portfolio, value $8,545,608.
13F-HR 0001278573-26-000003 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,373 sharesChange vs previous 13F +431 shares
0.15% of the 13F portfolio, value $5,414,295.
13F-HR 0001278573-25-000012 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,942 sharesChange vs previous 13F -187 shares
0.15% of the 13F portfolio, value $5,123,811.
13F-HR 0001278573-25-000009 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,129 sharesChange vs previous 13F +364 shares
0.13% of the 13F portfolio, value $4,108,631.
13F-HR 0001278573-25-000006 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,765 sharesChange vs previous 13F +1,196 shares
0.12% of the 13F portfolio, value $3,960,688.
13F-HR 0001278573-25-000002 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,569 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $3,188,012.
13F-HR 0001278573-24-000010 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).