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Destination Wealth Management: QQQ position timeline

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

Destination Wealth Management held 22,332 QQQ 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 22,332 shares
    Change vs previous 13F -4,231 shares

    0.38% of the 13F portfolio, value $16,445,577.

    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 26,563 shares
    Change vs previous 13F +5,539 shares

    0.4% of the 13F portfolio, value $15,331,861.

    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 21,024 shares
    Change vs previous 13F +2,165 shares

    0.34% of the 13F portfolio, value $12,914,960.

    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 18,859 shares
    Change vs previous 13F +1,088 shares

    0.31% of the 13F portfolio, value $11,322,563.

    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 17,771 shares
    Change vs previous 13F -1,993 shares

    0.29% of the 13F portfolio, value $9,803,075.

    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 19,764 shares
    Change vs previous 13F +3,461 shares

    0.29% of the 13F portfolio, value $9,267,618.

    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 16,303 shares
    Change vs previous 13F -668 shares

    0.26% of the 13F portfolio, value $8,334,820.

    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 16,971 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $8,282,863.

    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).