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Disclosery

Destination Wealth Management: WMT position timeline

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

Destination Wealth Management held 293,363 WMT 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 293,363 shares
    Change vs previous 13F -4,140 shares

    0.78% of the 13F portfolio, value $33,226,311.

    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 297,503 shares
    Change vs previous 13F -3,860 shares

    0.96% of the 13F portfolio, value $36,973,677.

    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 301,363 shares
    Change vs previous 13F +2,557 shares

    0.88% of the 13F portfolio, value $33,574,850.

    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 298,806 shares
    Change vs previous 13F -7,024 shares

    0.85% of the 13F portfolio, value $30,794,917.

    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 305,830 shares
    Change vs previous 13F -8,182 shares

    0.88% of the 13F portfolio, value $29,904,083.

    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 314,012 shares
    Change vs previous 13F -18,059 shares

    0.87% of the 13F portfolio, value $27,567,079.

    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 332,071 shares
    Change vs previous 13F -18,094 shares

    0.94% of the 13F portfolio, value $30,002,609.

    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 350,165 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $28,275,807.

    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).