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Disclosery

Destination Wealth Management: TRV position timeline

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

Destination Wealth Management held 1,963 TRV 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 1,963 shares
    Change vs previous 13F -624 shares

    0.02% of the 13F portfolio, value $648,026.

    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 2,587 shares
    Change vs previous 13F +864 shares

    0.02% of the 13F portfolio, value $754,512.

    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 1,723 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $499,709.

    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 1,724 shares
    Change vs previous 13F -18 shares

    0.01% of the 13F portfolio, value $481,314.

    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 1,742 shares
    Change vs previous 13F +59 shares

    0.01% of the 13F portfolio, value $465,996.

    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 1,683 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $445,028.

    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 1,683 shares
    Change vs previous 13F -4 shares

    0.01% of the 13F portfolio, value $405,365.

    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 1,687 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $394,909.

    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).