Destination Wealth Management
- SEC CIK
- 0001278573
- Latest filing
- Aug 14, 2026
PIPR holding history
Piper Sandler Companies 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.
PIPR overviewAll 13F holders of PIPRFull Q2 2026 holdings
- Shares (Q2 2026)
- 5,960
- Value
- $431.1K
- % of portfolio
- <0.1%
- Quarters held
- 16
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 5,960 | $431.1K | <0.1% | +4+0.1% | Added | Holders |
| Q1 2026 | 5,956 | $455.9K | <0.1% | −52−0.9% | ReducedConverted for a 4-for-1 split | Holders |
| Q4 2025 | 1,502 | $510.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 1,502 | $521.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 1,502 | $417.5K | <0.1% | +13+0.9% | Added | Holders |
| Q1 2025 | 1,489 | $368.8K | <0.1% | +3+0.2% | Added | Holders |
| Q4 2024 | 1,486 | $445.7K | <0.1% | −562−27.4% | Reduced | Holders |
| Q3 2024 | 2,048 | $581.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 2,048 | $471.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 2,048 | $406.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 2,048 | $358.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 2,048 | $297.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 2,048 | $264.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 2,048 | $283.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 2,048 | $266.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 2,048 | $215.0K | <0.1% | +2,048 | New | Holders |