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Disclosery

Destination Wealth Management: STIP position timeline

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

Destination Wealth Management held 846,480 STIP 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 846,480 shares
    Change vs previous 13F +20,812 shares

    2.02% of the 13F portfolio, value $86,476,358.

    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 825,668 shares
    Change vs previous 13F +27,641 shares

    2.22% of the 13F portfolio, value $85,398,834.

    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 798,027 shares
    Change vs previous 13F +35,479 shares

    2.14% of the 13F portfolio, value $81,709,977.

    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 762,548 shares
    Change vs previous 13F +18,778 shares

    2.17% of the 13F portfolio, value $78,816,986.

    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 743,770 shares
    Change vs previous 13F +2,344 shares

    2.24% of the 13F portfolio, value $76,541,364.

    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 741,426 shares
    Change vs previous 13F +18,883 shares

    2.42% of the 13F portfolio, value $76,715,385.

    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 722,543 shares
    Change vs previous 13F +12,098 shares

    2.27% of the 13F portfolio, value $72,687,850.

    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 710,445 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $71,982,327.

    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).