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Destination Wealth Management: PG position timeline

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

Destination Wealth Management held 60,898 PG 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 60,898 shares
    Change vs previous 13F +2,836 shares

    0.21% of the 13F portfolio, value $8,930,077.

    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 58,062 shares
    Change vs previous 13F +2,155 shares

    0.22% of the 13F portfolio, value $8,386,488.

    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 55,907 shares
    Change vs previous 13F +1,385 shares

    0.21% of the 13F portfolio, value $8,012,062.

    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 54,522 shares
    Change vs previous 13F +953 shares

    0.23% of the 13F portfolio, value $8,377,357.

    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 53,569 shares
    Change vs previous 13F +205 shares

    0.25% of the 13F portfolio, value $8,534,684.

    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 53,364 shares
    Change vs previous 13F -2,493 shares

    0.29% of the 13F portfolio, value $9,094,358.

    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 55,857 shares
    Change vs previous 13F +799 shares

    0.29% of the 13F portfolio, value $9,364,500.

    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 55,058 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $9,536,041.

    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).