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Destination Wealth Management: VZ position timeline

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

Destination Wealth Management held 561,531 VZ 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 561,531 shares
    Change vs previous 13F +9,165 shares

    0.56% of the 13F portfolio, value $23,775,205.

    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 552,366 shares
    Change vs previous 13F +14,135 shares

    0.72% of the 13F portfolio, value $27,728,786.

    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 538,231 shares
    Change vs previous 13F +896 shares

    0.57% of the 13F portfolio, value $21,922,157.

    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 537,335 shares
    Change vs previous 13F +15,433 shares

    0.65% of the 13F portfolio, value $23,615,892.

    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 521,902 shares
    Change vs previous 13F +10,204 shares

    0.66% of the 13F portfolio, value $22,582,699.

    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 511,698 shares
    Change vs previous 13F +21,399 shares

    0.73% of the 13F portfolio, value $23,210,600.

    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 490,299 shares
    Change vs previous 13F +1,441 shares

    0.61% of the 13F portfolio, value $19,607,040.

    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 488,858 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $21,954,603.

    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).