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Disclosery

Destination Wealth Management: SPTL position timeline

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

Destination Wealth Management held 2,235,719 SPTL 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 2,235,719 shares
    Change vs previous 13F +20,648 shares

    1.37% of the 13F portfolio, value $58,642,899.

    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 2,215,071 shares
    Change vs previous 13F +81,924 shares

    1.51% of the 13F portfolio, value $58,256,355.

    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 2,133,147 shares
    Change vs previous 13F +38,330 shares

    1.48% of the 13F portfolio, value $56,464,406.

    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 2,094,817 shares
    Change vs previous 13F +34,009 shares

    1.56% of the 13F portfolio, value $56,455,316.

    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 2,060,808 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $54,776,286.

    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).