Skip to content
Disclosery

Destination Wealth Management: PEP position timeline

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

Destination Wealth Management held 41,294 PEP 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 41,294 shares
    Change vs previous 13F +1,147 shares

    0.13% of the 13F portfolio, value $5,591,268.

    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 40,147 shares
    Change vs previous 13F +947 shares

    0.16% of the 13F portfolio, value $6,234,355.

    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 39,200 shares
    Change vs previous 13F -146 shares

    0.15% of the 13F portfolio, value $5,626,000.

    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 39,346 shares
    Change vs previous 13F +685 shares

    0.15% of the 13F portfolio, value $5,525,801.

    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 38,661 shares
    Change vs previous 13F +1,998 shares

    0.15% of the 13F portfolio, value $5,104,779.

    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 36,663 shares
    Change vs previous 13F -1,535 shares

    0.17% of the 13F portfolio, value $5,497,286.

    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 38,198 shares
    Change vs previous 13F -353 shares

    0.18% of the 13F portfolio, value $5,808,405.

    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 38,551 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $6,555,621.

    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).