Destination Wealth Management: SPEM position timeline

Destination Wealth Management held 10,183 SPEM 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 10,183 shares

   Change vs previous 13F -108 shares

   0.01% of the 13F portfolio, value $527,301.

   13F-HR 0001278573-26-000008 filed by Destination Wealth Management
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 10,291 shares

   Change vs previous 13F -292 shares

   0.01% of the 13F portfolio, value $482,773.

   13F-HR 0001278573-26-000006 filed by Destination Wealth Management
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 10,583 shares

   Change vs previous 13F -328 shares

   0.01% of the 13F portfolio, value $495,372.

   13F-HR 0001278573-26-000003 filed by Destination Wealth Management
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 10,911 shares

   Change vs previous 13F +926 shares

   0.01% of the 13F portfolio, value $510,733.

   13F-HR 0001278573-25-000012 filed by Destination Wealth Management
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 9,985 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $426,759.

   13F-HR 0001278573-25-000009 filed by Destination Wealth Management
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).