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Destination Wealth Management

SEC CIK
0001278573
Latest filing
Aug 14, 2026

CALB holding history

California BanCorp in every 13F filed by Destination Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CALB overviewAll 13F holders of CALBFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of CALB by Destination Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−26,250−100.0%Sold outHolders
Q2 202426,250$564.4K<0.1%00.0%UnchangedHolders
Q1 202426,250$577.5K<0.1%00.0%UnchangedHolders
Q4 202326,250$650.0K<0.1%00.0%UnchangedHolders
Q3 202326,250$527.6K<0.1%00.0%UnchangedHolders
Q2 202326,250$393.8K<0.1%00.0%UnchangedHolders
Q1 202326,250$512.1K<0.1%00.0%UnchangedHolders
Q4 202226,250$624.2K<0.1%00.0%UnchangedHolders
Q3 202226,250$531.0K<0.1%00.0%UnchangedHolders
Q2 202226,250$506.0K<0.1%00.0%UnchangedHolders
Q1 202226,250$604.0K<0.1%00.0%UnchangedHolders
Q4 202126,250$557.0K<0.1%00.0%UnchangedHolders
Q3 202126,250$460.0K<0.1%00.0%UnchangedHolders
Q2 202126,250$491.0K<0.1%00.0%UnchangedHolders
Q1 202126,250$468.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.