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Disclosery

Destination Wealth Management: SPY position timeline

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

Destination Wealth Management held 23,267 SPY 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 23,267 shares
    Change vs previous 13F -522 shares

    0.41% of the 13F portfolio, value $17,374,808.

    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 23,789 shares
    Change vs previous 13F +41 shares

    0.4% of the 13F portfolio, value $15,470,901.

    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 23,748 shares
    Change vs previous 13F -1,797 shares

    0.42% of the 13F portfolio, value $16,194,385.

    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 25,545 shares
    Change vs previous 13F +2,074 shares

    0.47% of the 13F portfolio, value $17,017,532.

    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 23,471 shares
    Change vs previous 13F +1,714 shares

    0.43% of the 13F portfolio, value $14,501,388.

    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 21,757 shares
    Change vs previous 13F +446 shares

    0.38% of the 13F portfolio, value $12,170,467.

    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 21,311 shares
    Change vs previous 13F +823 shares

    0.39% of the 13F portfolio, value $12,490,161.

    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 20,488 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $11,755,147.

    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).