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Disclosery

Destination Wealth Management: TLH position timeline

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

Destination Wealth Management held 891,126 TLH 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 891,126 shares
    Change vs previous 13F +28,305 shares

    2.09% of the 13F portfolio, value $89,424,513.

    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 862,821 shares
    Change vs previous 13F +69,095 shares

    2.26% of the 13F portfolio, value $86,903,365.

    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 793,726 shares
    Change vs previous 13F -16,461 shares

    2.11% of the 13F portfolio, value $80,698,151.

    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 810,187 shares
    Change vs previous 13F +18,959 shares

    2.3% of the 13F portfolio, value $83,441,113.

    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 791,228 shares
    Change vs previous 13F +11,893 shares

    2.36% of the 13F portfolio, value $80,388,777.

    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 779,335 shares
    Change vs previous 13F +54,522 shares

    2.55% of the 13F portfolio, value $80,855,984.

    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 724,813 shares
    Change vs previous 13F -20,316 shares

    2.26% of the 13F portfolio, value $72,147,909.

    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 745,129 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $81,464,953.

    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).