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Disclosery

Destination Wealth Management: SUB position timeline

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

Destination Wealth Management held 22,628 SUB 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 22,628 shares
    Change vs previous 13F -797 shares

    0.06% of the 13F portfolio, value $2,409,203.

    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 23,425 shares
    Change vs previous 13F +512 shares

    0.06% of the 13F portfolio, value $2,494,763.

    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 22,913 shares
    Change vs previous 13F +8,425 shares

    0.06% of the 13F portfolio, value $2,444,817.

    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 14,488 shares
    Change vs previous 13F +1,605 shares

    0.04% of the 13F portfolio, value $1,547,029.

    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 12,883 shares
    Change vs previous 13F +4,430 shares

    0.04% of the 13F portfolio, value $1,369,978.

    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 8,453 shares
    Change vs previous 13F +2,092 shares

    0.03% of the 13F portfolio, value $892,637.

    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 6,361 shares
    Change vs previous 13F +53 shares

    0.02% of the 13F portfolio, value $670,958.

    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 6,308 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $669,847.

    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).