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Disclosery

Destination Wealth Management: SDY position timeline

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

Destination Wealth Management held 635,081 SDY 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 635,081 shares
    Change vs previous 13F +5,656 shares

    2.26% of the 13F portfolio, value $96,646,636.

    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 629,425 shares
    Change vs previous 13F -24,323 shares

    2.39% of the 13F portfolio, value $91,858,299.

    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 653,748 shares
    Change vs previous 13F -44,451 shares

    2.38% of the 13F portfolio, value $90,975,636.

    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 698,199 shares
    Change vs previous 13F -630 shares

    2.69% of the 13F portfolio, value $97,782,704.

    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 698,829 shares
    Change vs previous 13F -3,808 shares

    2.78% of the 13F portfolio, value $94,852,115.

    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 702,637 shares
    Change vs previous 13F +6,647 shares

    3% of the 13F portfolio, value $95,333,811.

    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 695,990 shares
    Change vs previous 13F -4,433 shares

    2.88% of the 13F portfolio, value $91,940,342.

    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 700,423 shares
    Change vs previous 13F not available

    3.08% of the 13F portfolio, value $99,488,091.

    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).