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Disclosery

Destination Wealth Management: SHV position timeline

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

Destination Wealth Management held 26,339 SHV 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 26,339 shares
    Change vs previous 13F +6,439 shares

    0.07% of the 13F portfolio, value $2,906,561.

    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 19,900 shares
    Change vs previous 13F +3,322 shares

    0.06% of the 13F portfolio, value $2,196,801.

    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 16,578 shares
    Change vs previous 13F +2,385 shares

    0.05% of the 13F portfolio, value $1,826,018.

    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 14,193 shares
    Change vs previous 13F +1,639 shares

    0.04% of the 13F portfolio, value $1,568,162.

    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 12,554 shares
    Change vs previous 13F -420 shares

    0.04% of the 13F portfolio, value $1,386,252.

    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 12,974 shares
    Change vs previous 13F +1,978 shares

    0.05% of the 13F portfolio, value $1,433,099.

    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 10,996 shares
    Change vs previous 13F +329 shares

    0.04% of the 13F portfolio, value $1,210,756.

    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 10,667 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,180,123.

    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).