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Disclosery

Destination Wealth Management: VNQ position timeline

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

Destination Wealth Management held 33,906 VNQ 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 33,906 shares
    Change vs previous 13F -24 shares

    0.08% of the 13F portfolio, value $3,269,599.

    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 33,930 shares
    Change vs previous 13F +3,519 shares

    0.08% of the 13F portfolio, value $3,009,549.

    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 30,411 shares
    Change vs previous 13F +520 shares

    0.07% of the 13F portfolio, value $2,691,083.

    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 29,891 shares
    Change vs previous 13F +1,018 shares

    0.08% of the 13F portfolio, value $2,732,667.

    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 28,873 shares
    Change vs previous 13F +3,188 shares

    0.08% of the 13F portfolio, value $2,571,424.

    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 25,685 shares
    Change vs previous 13F -225 shares

    0.07% of the 13F portfolio, value $2,325,501.

    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 25,910 shares
    Change vs previous 13F +1,043 shares

    0.07% of the 13F portfolio, value $2,308,095.

    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 24,867 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,422,540.

    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).