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Destination Wealth Management: PAVE position timeline

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

Destination Wealth Management held 621,076 PAVE 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 621,076 shares
    Change vs previous 13F -9,578 shares

    0.85% of the 13F portfolio, value $36,593,801.

    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 630,654 shares
    Change vs previous 13F -6,027 shares

    0.83% of the 13F portfolio, value $32,043,532.

    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 636,681 shares
    Change vs previous 13F -2,050 shares

    0.8% of the 13F portfolio, value $30,426,974.

    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 638,731 shares
    Change vs previous 13F -3,507 shares

    0.84% of the 13F portfolio, value $30,422,761.

    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 642,238 shares
    Change vs previous 13F +573 shares

    0.82% of the 13F portfolio, value $27,988,736.

    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 641,665 shares
    Change vs previous 13F +1,121 shares

    0.76% of the 13F portfolio, value $24,210,024.

    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 640,544 shares
    Change vs previous 13F -16,117 shares

    0.81% of the 13F portfolio, value $25,884,378.

    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 656,661 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $27,028,168.

    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).