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Disclosery

Destination Wealth Management: STPZ position timeline

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

Destination Wealth Management held 37,575 STPZ 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 37,575 shares
    Change vs previous 13F +16,027 shares

    0.05% of the 13F portfolio, value $2,004,270.

    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 21,548 shares
    Change vs previous 13F +1,723 shares

    0.03% of the 13F portfolio, value $1,165,900.

    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 19,825 shares
    Change vs previous 13F -9,234 shares

    0.03% of the 13F portfolio, value $1,063,827.

    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 29,059 shares
    Change vs previous 13F +4,804 shares

    0.04% of the 13F portfolio, value $1,574,356.

    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 24,255 shares
    Change vs previous 13F +531 shares

    0.04% of the 13F portfolio, value $1,305,165.

    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 23,724 shares
    Change vs previous 13F +4,923 shares

    0.04% of the 13F portfolio, value $1,281,570.

    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 18,801 shares
    Change vs previous 13F +1,630 shares

    0.03% of the 13F portfolio, value $983,252.

    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 17,171 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $907,032.

    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).