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Disclosery

Destination Wealth Management: MSFT position timeline

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

Destination Wealth Management held 203,992 MSFT 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 203,992 shares
    Change vs previous 13F +6,195 shares

    1.78% of the 13F portfolio, value $76,093,005.

    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 197,797 shares
    Change vs previous 13F +10,146 shares

    1.9% of the 13F portfolio, value $73,218,612.

    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 187,651 shares
    Change vs previous 13F +11,116 shares

    2.37% of the 13F portfolio, value $90,751,610.

    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 176,535 shares
    Change vs previous 13F +717 shares

    2.52% of the 13F portfolio, value $91,436,347.

    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 175,818 shares
    Change vs previous 13F +32,285 shares

    2.56% of the 13F portfolio, value $87,453,849.

    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 143,533 shares
    Change vs previous 13F +2,937 shares

    1.7% of the 13F portfolio, value $53,880,950.

    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 140,596 shares
    Change vs previous 13F -975 shares

    1.85% of the 13F portfolio, value $59,261,314.

    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 141,571 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $60,918,178.

    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).