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Disclosery

Destination Wealth Management: USIG position timeline

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

Destination Wealth Management held 279,770 USIG 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 279,770 shares
    Change vs previous 13F +3,144 shares

    0.34% of the 13F portfolio, value $14,349,401.

    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 276,626 shares
    Change vs previous 13F +11,004 shares

    0.37% of the 13F portfolio, value $14,171,540.

    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 265,622 shares
    Change vs previous 13F +12,580 shares

    0.36% of the 13F portfolio, value $13,751,238.

    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 253,042 shares
    Change vs previous 13F +5,920 shares

    0.36% of the 13F portfolio, value $13,213,851.

    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 247,122 shares
    Change vs previous 13F +5,031 shares

    0.37% of the 13F portfolio, value $12,711,956.

    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 242,091 shares
    Change vs previous 13F +6,138 shares

    0.39% of the 13F portfolio, value $12,366,024.

    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 235,953 shares
    Change vs previous 13F +2,786 shares

    0.37% of the 13F portfolio, value $11,863,698.

    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 233,167 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $12,259,931.

    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).