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Disclosery

Destination Wealth Management: VIG position timeline

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

Destination Wealth Management held 9,563 VIG 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 9,563 shares
    Change vs previous 13F -10 shares

    0.05% of the 13F portfolio, value $2,262,724.

    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 9,573 shares
    Change vs previous 13F +2,930 shares

    0.05% of the 13F portfolio, value $2,058,703.

    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 6,643 shares
    Change vs previous 13F +3,970 shares

    0.04% of the 13F portfolio, value $1,459,930.

    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 2,673 shares
    Change vs previous 13F -267 shares

    0.02% of the 13F portfolio, value $576,740.

    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 2,940 shares
    Change vs previous 13F -157 shares

    0.02% of the 13F portfolio, value $601,747.

    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 3,097 shares
    Change vs previous 13F +200 shares

    0.02% of the 13F portfolio, value $600,803.

    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 2,897 shares
    Change vs previous 13F -21 shares

    0.02% of the 13F portfolio, value $567,275.

    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 2,918 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $577,865.

    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).