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Disclosery

Destination Wealth Management: XLP position timeline

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

Destination Wealth Management held 66,755 XLP 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 66,755 shares
    Change vs previous 13F +2,795 shares

    0.13% of the 13F portfolio, value $5,545,312.

    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 63,960 shares
    Change vs previous 13F -436 shares

    0.14% of the 13F portfolio, value $5,243,419.

    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 64,396 shares
    Change vs previous 13F +2,244 shares

    0.13% of the 13F portfolio, value $5,002,278.

    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 62,152 shares
    Change vs previous 13F +434 shares

    0.13% of the 13F portfolio, value $4,870,836.

    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 61,718 shares
    Change vs previous 13F -1,422 shares

    0.15% of the 13F portfolio, value $4,997,319.

    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 63,140 shares
    Change vs previous 13F +1,038 shares

    0.16% of the 13F portfolio, value $5,156,648.

    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 62,102 shares
    Change vs previous 13F -126 shares

    0.15% of the 13F portfolio, value $4,881,821.

    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 62,228 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,164,883.

    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).