Position in PLUS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$332,920
+$31,920 QoQ
Shares Held
4,000
0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#170
of 287 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLUS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Destination Wealth Management holds $2,777,096 across 5 Software - Application names. PLUS ranks #5 (12.0% of the industry book) .
All Filings in PLUS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,920 | 4,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $301,000 | 4,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $353,343 | 4,029 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $286,099 | 4,029 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $290,490 | 4,029 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $244,120 | 4,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $295,520 | 4,000 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||