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Disclosery

Destination Wealth Management: PWZ position timeline

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

Destination Wealth Management held 34,942 PWZ 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 34,942 shares
    Change vs previous 13F +1,126 shares

    0.02% of the 13F portfolio, value $856,428.

    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 33,816 shares
    Change vs previous 13F +3,700 shares

    0.02% of the 13F portfolio, value $807,188.

    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 30,116 shares
    Change vs previous 13F -28,752 shares

    0.02% of the 13F portfolio, value $727,603.

    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 58,868 shares
    Change vs previous 13F +23,612 shares

    0.04% of the 13F portfolio, value $1,408,123.

    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 35,256 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $822,875.

    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 35,256 shares
    Change vs previous 13F +2,897 shares

    0.03% of the 13F portfolio, value $840,856.

    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 32,359 shares
    Change vs previous 13F +6,241 shares

    0.03% of the 13F portfolio, value $799,267.

    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 26,118 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $655,039.

    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).