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Disclosery

Destination Wealth Management: VOO position timeline

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

Destination Wealth Management held 6,625 VOO 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 6,625 shares
    Change vs previous 13F -8,223 shares

    0.11% of the 13F portfolio, value $4,549,958.

    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 14,848 shares
    Change vs previous 13F +2,582 shares

    0.23% of the 13F portfolio, value $8,872,699.

    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 12,266 shares
    Change vs previous 13F -197 shares

    0.2% of the 13F portfolio, value $7,692,243.

    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 12,463 shares
    Change vs previous 13F +1,688 shares

    0.21% of the 13F portfolio, value $7,632,276.

    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 10,775 shares
    Change vs previous 13F -495 shares

    0.18% of the 13F portfolio, value $6,120,260.

    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 11,270 shares
    Change vs previous 13F +7,528 shares

    0.18% of the 13F portfolio, value $5,791,527.

    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 3,742 shares
    Change vs previous 13F +644 shares

    0.06% of the 13F portfolio, value $2,015,977.

    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 3,098 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,634,483.

    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).