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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

  1. period ended2026-06-30
    13F 14,675 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,581 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,946 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,373 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,942 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,129 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,765 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,569 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).