Destination Wealth Management: SPTM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Destination Wealth Management on SPTM, newest first. How the timeline and the estimate are built.
Destination Wealth Management held 26,460 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 26,460 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $2,402,303.
13F-HR 0001278573-26-000008 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 26,460 sharesChange vs previous 13F -370 shares
0.05% of the 13F portfolio, value $2,091,928.
13F-HR 0001278573-26-000006 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 26,830 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $2,213,481.
13F-HR 0001278573-26-000003 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 26,830 sharesChange vs previous 13F +370 shares
0.06% of the 13F portfolio, value $2,163,846.
13F-HR 0001278573-25-000012 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,460 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $1,981,589.
13F-HR 0001278573-25-000009 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).