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Disclosery

Destination Wealth Management: SPAB position timeline

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

Destination Wealth Management held 105,043 SPAB 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 105,043 shares
    Change vs previous 13F -451 shares

    0.06% of the 13F portfolio, value $2,680,708.

    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 105,494 shares
    Change vs previous 13F -15,902 shares

    0.07% of the 13F portfolio, value $2,702,758.

    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 121,396 shares
    Change vs previous 13F +13,087 shares

    0.08% of the 13F portfolio, value $3,125,945.

    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 108,309 shares
    Change vs previous 13F -12,982 shares

    0.08% of the 13F portfolio, value $2,799,792.

    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 121,291 shares
    Change vs previous 13F -1,607 shares

    0.09% of the 13F portfolio, value $3,105,057.

    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 122,898 shares
    Change vs previous 13F -27,355 shares

    0.1% of the 13F portfolio, value $3,138,802.

    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 150,253 shares
    Change vs previous 13F +14,154 shares

    0.12% of the 13F portfolio, value $3,754,814.

    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 136,099 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,557,641.

    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).