Skip to content
Disclosery

Destination Wealth Management: USSG position timeline

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

Destination Wealth Management held 30,083 USSG 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 30,083 shares
    Change vs previous 13F -616 shares

    0.05% of the 13F portfolio, value $2,089,565.

    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 30,699 shares
    Change vs previous 13F -757 shares

    0.05% of the 13F portfolio, value $1,832,116.

    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 31,456 shares
    Change vs previous 13F +1,249 shares

    0.05% of the 13F portfolio, value $1,997,613.

    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 30,207 shares
    Change vs previous 13F -72 shares

    0.05% of the 13F portfolio, value $1,853,048.

    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 30,279 shares
    Change vs previous 13F +1,140 shares

    0.05% of the 13F portfolio, value $1,722,270.

    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 29,139 shares
    Change vs previous 13F -1,953 shares

    0.05% of the 13F portfolio, value $1,467,731.

    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 31,092 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,678,346.

    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 31,092 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,656,420.

    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).