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Superintel
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© 2026 IR SuperintelMethodologyContact

Destination Wealth ManagementCoreConcentrated long-term

CIK: 0001278573 | Walnut Creek, CA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR354$4.3B2026-08-14SEC ↗
Q1 2026
13F-HR342$3.9B2026-05-15SEC ↗
Q3 2025
13F-HR316$3.6B2025-11-14SEC ↗
Q2 2025
13F-HR287$3.4B2025-08-14SEC ↗
Q1 2025
13F-HR260$3.2B2025-05-15SEC ↗
Q4 2024
13F-HR250$3.2B2025-02-07SEC ↗
Q3 2024
13F-HR239$3.2B2024-11-25SEC ↗
Q2 2024
13F-HR219$3.0B2024-07-25SEC ↗
Q1 2024
13F-HR226$3.0B2024-05-14SEC ↗
Q4 2023
13F-HR220$2.9B2024-02-14SEC ↗
Q3 2023
13F-HR212$2.6B2023-11-14SEC ↗
Q2 2023
13F-HR214$2.7B2023-08-11SEC ↗
Q1 2023
13F-HR221$2.6B2023-05-05SEC ↗
Q4 2022
13F-HR199$2.5B2023-02-13SEC ↗
Q3 2022
13F-HR186$125.4M2022-11-14SEC ↗
Q2 2022
13F-HR192$89.2M2022-07-29SEC ↗
Q1 2022
13F-HR193$65.3M2022-05-12SEC ↗
Q4 2021
13F-HR198$68.0M2022-02-04SEC ↗
Q3 2021
13F-HR174$55.9M2021-10-25SEC ↗
Q2 2021
13F-HR181$51.4M2021-08-13SEC ↗
Q1 2021
13F-HR177$46.7M2021-05-05SEC ↗
Q4 2020
13F-HR161$47.3M2021-02-11SEC ↗
Q3 2020
13F-HR142$45.8M2020-11-12SEC ↗
Q2 2020
13F-HR144$40.9M2020-08-14SEC ↗
Q1 2020
13F-HR160$37.6M2020-05-13SEC ↗
Q4 2019
13F-HR157$41.9M2020-02-12SEC ↗
Q3 2019
13F-HR140$38.5M2019-11-13SEC ↗
Q2 2019
13F-HR567$44.7M2019-07-19SEC ↗
Q1 2019
13F-HR700$61.8M2019-05-01SEC ↗
Q4 2018
13F-HR506$60.0M2019-02-05SEC ↗
Q3 2018
13F-HR716$64.1M2018-11-07SEC ↗
Q2 2018
13F-HR513$59.1M2018-07-31SEC ↗
Q1 2018
13F-HR591$28.9M2018-04-05SEC ↗
Q4 2017
13F-HR155$60.3M2018-02-09SEC ↗
Q3 2017
13F-HR149$54.0M2017-11-09SEC ↗
Q2 2017
13F-HR152$46.9M2017-08-11SEC ↗
Q1 2017
13F-HR157$44.3M2017-05-05SEC ↗
Q4 2016
13F-HR168$41.0M2017-02-01SEC ↗
Q3 2016
13F-HR159$39.2M2016-11-14SEC ↗
Q2 2016
13F-HR148$38.1M2016-07-25SEC ↗
Q1 2016
13F-HR127$1.0M2016-04-20SEC ↗
Q4 2015
13F-HR127$36.9M2016-01-25SEC ↗
Q3 2015
13F-HR113$41.3M2015-10-30SEC ↗
Q2 2015
13F-HR253$71.2M2015-10-02SEC ↗
Q1 2015
13F-HR104$38.4M2015-04-14SEC ↗
Q4 2014
13F-HR119$41.2M2015-01-14SEC ↗
Q3 2014
13F-HR135$37.5M2014-10-21SEC ↗
Q2 2014
13F-HR134$35.2M2014-07-21SEC ↗
Q1 2014
13F-HR126$32.7M2014-04-11SEC ↗
Q4 2013
13F-HR108$34.2M2014-01-30SEC ↗
Q3 2013
13F-HR97$30.4M2013-10-30SEC ↗
Q2 2013
13F-HR98$25.2M2013-07-18SEC ↗