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Disclosery

Destination Wealth Management: SPSB position timeline

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

Destination Wealth Management held 137,563 SPSB 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 137,563 shares
    Change vs previous 13F -9,783 shares

    0.1% of the 13F portfolio, value $4,128,278.

    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 147,346 shares
    Change vs previous 13F -6,719 shares

    0.12% of the 13F portfolio, value $4,430,691.

    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 154,065 shares
    Change vs previous 13F -10,329 shares

    0.12% of the 13F portfolio, value $4,652,758.

    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 164,394 shares
    Change vs previous 13F -15,684 shares

    0.14% of the 13F portfolio, value $4,979,487.

    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 180,078 shares
    Change vs previous 13F -1,420,644 shares

    0.16% of the 13F portfolio, value $5,436,559.

    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 1,600,722 shares
    Change vs previous 13F -7,775 shares

    1.52% of the 13F portfolio, value $48,181,745.

    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 1,608,497 shares
    Change vs previous 13F +5,796 shares

    1.5% of the 13F portfolio, value $48,029,709.

    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 1,602,701 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $48,529,773.

    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).