Destination Wealth Management: TFLO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Destination Wealth Management on TFLO, newest first. How the timeline and the estimate are built.
Destination Wealth Management held 36,401 TFLO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 36,401 sharesChange vs previous 13F +3,715 shares
0.04% of the 13F portfolio, value $1,842,983.
13F-HR 0001278573-26-000008 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 32,686 sharesChange vs previous 13F +1,736 shares
0.04% of the 13F portfolio, value $1,654,892.
13F-HR 0001278573-26-000006 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 30,950 sharesChange vs previous 13F -3,891 shares
0.04% of the 13F portfolio, value $1,561,737.
13F-HR 0001278573-26-000003 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 34,841 sharesChange vs previous 13F -4,222 shares
0.05% of the 13F portfolio, value $1,762,606.
13F-HR 0001278573-25-000012 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 39,063 sharesChange vs previous 13F -4,151 shares
0.06% of the 13F portfolio, value $1,978,541.
13F-HR 0001278573-25-000009 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 43,214 sharesChange vs previous 13F +2,109 shares
0.07% of the 13F portfolio, value $2,189,221.
13F-HR 0001278573-25-000006 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 41,105 sharesChange vs previous 13F -38 shares
0.06% of the 13F portfolio, value $2,074,569.
13F-HR 0001278573-25-000002 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 41,143 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $2,081,836.
13F-HR 0001278573-24-000010 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).