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Disclosery

Destination Wealth Management: SUSA position timeline

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

Destination Wealth Management held 47,522 SUSA 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 47,522 shares
    Change vs previous 13F +2,516 shares

    0.17% of the 13F portfolio, value $7,332,673.

    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 45,006 shares
    Change vs previous 13F +656 shares

    0.15% of the 13F portfolio, value $5,945,273.

    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 44,350 shares
    Change vs previous 13F +731 shares

    0.16% of the 13F portfolio, value $6,180,010.

    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 43,619 shares
    Change vs previous 13F +12,362 shares

    0.16% of the 13F portfolio, value $5,916,913.

    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 31,257 shares
    Change vs previous 13F +876 shares

    0.12% of the 13F portfolio, value $3,961,765.

    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 30,381 shares
    Change vs previous 13F +579 shares

    0.11% of the 13F portfolio, value $3,489,914.

    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 29,802 shares
    Change vs previous 13F -448 shares

    0.11% of the 13F portfolio, value $3,623,663.

    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 30,250 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,641,213.

    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).