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Disclosery

Destination Wealth Management: PLTR position timeline

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

Destination Wealth Management held 24,785 PLTR 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 24,785 shares
    Change vs previous 13F -19,857 shares

    0.07% of the 13F portfolio, value $2,891,666.

    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 44,642 shares
    Change vs previous 13F +15,203 shares

    0.17% of the 13F portfolio, value $6,530,232.

    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 29,439 shares
    Change vs previous 13F +12,164 shares

    0.14% of the 13F portfolio, value $5,232,782.

    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 17,275 shares
    Change vs previous 13F -11,712 shares

    0.09% of the 13F portfolio, value $3,151,306.

    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 28,987 shares
    Change vs previous 13F -22,843 shares

    0.12% of the 13F portfolio, value $3,951,508.

    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 51,830 shares
    Change vs previous 13F +48,451 shares

    0.14% of the 13F portfolio, value $4,374,452.

    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 3,379 shares
    Change vs previous 13F -43,803 shares

    0.01% of the 13F portfolio, value $255,554.

    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 47,182 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,755,170.

    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).