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Destination Wealth Management: TMO position timeline

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

Destination Wealth Management held 43,630 TMO 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 43,630 shares
    Change vs previous 13F +1,241 shares

    0.51% of the 13F portfolio, value $21,874,311.

    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 42,389 shares
    Change vs previous 13F +2,067 shares

    0.54% of the 13F portfolio, value $20,835,707.

    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 40,322 shares
    Change vs previous 13F +956 shares

    0.61% of the 13F portfolio, value $23,364,752.

    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 39,366 shares
    Change vs previous 13F -627 shares

    0.53% of the 13F portfolio, value $19,093,353.

    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 39,993 shares
    Change vs previous 13F +2,549 shares

    0.48% of the 13F portfolio, value $16,215,516.

    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 37,444 shares
    Change vs previous 13F +1,719 shares

    0.59% of the 13F portfolio, value $18,631,995.

    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 35,725 shares
    Change vs previous 13F +361 shares

    0.58% of the 13F portfolio, value $18,585,117.

    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 35,364 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $21,874,903.

    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).