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Disclosery

Destination Wealth Management: ORI position timeline

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

Destination Wealth Management held 7,350 ORI 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 7,350 shares
    Change vs previous 13F +638 shares

    0.01% of the 13F portfolio, value $300,746.

    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 6,712 shares
    Change vs previous 13F +370 shares

    0.01% of the 13F portfolio, value $267,802.

    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 6,342 shares
    Change vs previous 13F +85 shares

    0.01% of the 13F portfolio, value $289,427.

    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 6,257 shares
    Change vs previous 13F +56 shares

    0.01% of the 13F portfolio, value $265,745.

    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 6,201 shares
    Change vs previous 13F +25 shares

    0.01% of the 13F portfolio, value $238,373.

    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 6,176 shares
    Change vs previous 13F -34 shares

    0.01% of the 13F portfolio, value $242,205.

    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 6,210 shares
    Change vs previous 13F +83 shares

    0.01% of the 13F portfolio, value $224,751.

    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 6,127 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $217,025.

    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).