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Disclosery

Destination Wealth Management: SUSB position timeline

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

Destination Wealth Management held 373,623 SUSB 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 373,623 shares
    Change vs previous 13F +12,624 shares

    0.22% of the 13F portfolio, value $9,336,830.

    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 360,999 shares
    Change vs previous 13F +5,690 shares

    0.24% of the 13F portfolio, value $9,048,447.

    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 355,309 shares
    Change vs previous 13F +10,469 shares

    0.23% of the 13F portfolio, value $8,968,009.

    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 344,840 shares
    Change vs previous 13F +3,368 shares

    0.24% of the 13F portfolio, value $8,727,889.

    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 341,472 shares
    Change vs previous 13F +7,619 shares

    0.25% of the 13F portfolio, value $8,594,861.

    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 333,853 shares
    Change vs previous 13F -1,118 shares

    0.26% of the 13F portfolio, value $8,342,974.

    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 334,971 shares
    Change vs previous 13F +9,327 shares

    0.26% of the 13F portfolio, value $8,273,782.

    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 325,644 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $8,193,212.

    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).