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Disclosery

Destination Wealth Management: PFF position timeline

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

Destination Wealth Management held 86,225 PFF 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 86,225 shares
    Change vs previous 13F +6,869 shares

    0.06% of the 13F portfolio, value $2,628,992.

    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 79,356 shares
    Change vs previous 13F +5,364 shares

    0.06% of the 13F portfolio, value $2,406,061.

    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 73,992 shares
    Change vs previous 13F +1,526 shares

    0.06% of the 13F portfolio, value $2,290,797.

    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 72,466 shares
    Change vs previous 13F +3,868 shares

    0.06% of the 13F portfolio, value $2,291,379.

    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 68,598 shares
    Change vs previous 13F +1,591 shares

    0.06% of the 13F portfolio, value $2,104,573.

    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 67,007 shares
    Change vs previous 13F -745 shares

    0.06% of the 13F portfolio, value $2,059,112.

    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 67,752 shares
    Change vs previous 13F +443 shares

    0.07% of the 13F portfolio, value $2,130,135.

    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 67,309 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,236,679.

    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).