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Destination Wealth Management: V position timeline

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

Destination Wealth Management held 186,535 V 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 186,535 shares
    Change vs previous 13F +1,791 shares

    1.49% of the 13F portfolio, value $63,998,445.

    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 184,744 shares
    Change vs previous 13F +6,388 shares

    1.45% of the 13F portfolio, value $55,837,076.

    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 178,356 shares
    Change vs previous 13F +2,287 shares

    1.64% of the 13F portfolio, value $62,551,182.

    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 176,069 shares
    Change vs previous 13F +438 shares

    1.66% of the 13F portfolio, value $60,106,480.

    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 175,631 shares
    Change vs previous 13F -3,618 shares

    1.83% of the 13F portfolio, value $62,357,898.

    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 179,249 shares
    Change vs previous 13F -5,177 shares

    1.98% of the 13F portfolio, value $62,819,505.

    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 184,426 shares
    Change vs previous 13F -2,541 shares

    1.82% of the 13F portfolio, value $58,286,110.

    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 186,967 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $51,406,545.

    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).