Skip to content
Disclosery

Destination Wealth Management: WM position timeline

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

Destination Wealth Management held 137,479 WM 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 137,479 shares
    Change vs previous 13F +1,617 shares

    0.72% of the 13F portfolio, value $30,641,387.

    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 135,862 shares
    Change vs previous 13F +1,391 shares

    0.81% of the 13F portfolio, value $31,219,708.

    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 134,471 shares
    Change vs previous 13F +189 shares

    0.77% of the 13F portfolio, value $29,544,641.

    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 134,282 shares
    Change vs previous 13F +1,032 shares

    0.82% of the 13F portfolio, value $29,653,432.

    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 133,250 shares
    Change vs previous 13F -1,269 shares

    0.89% of the 13F portfolio, value $30,490,246.

    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 134,519 shares
    Change vs previous 13F -1,887 shares

    0.98% of the 13F portfolio, value $31,142,582.

    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 136,406 shares
    Change vs previous 13F -697 shares

    0.86% of the 13F portfolio, value $27,525,271.

    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 137,103 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $28,462,657.

    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).