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Disclosery

Destination Wealth Management: ICE position timeline

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

Destination Wealth Management held 170,848 ICE 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 170,848 shares
    Change vs previous 13F +2,995 shares

    0.49% of the 13F portfolio, value $21,033,076.

    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 167,853 shares
    Change vs previous 13F +2,360 shares

    0.69% of the 13F portfolio, value $26,399,919.

    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 165,493 shares
    Change vs previous 13F +344 shares

    0.7% of the 13F portfolio, value $26,803,319.

    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 165,149 shares
    Change vs previous 13F -200 shares

    0.77% of the 13F portfolio, value $27,824,253.

    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 165,349 shares
    Change vs previous 13F -1,998 shares

    0.89% of the 13F portfolio, value $30,336,559.

    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 167,347 shares
    Change vs previous 13F -1,574 shares

    0.91% of the 13F portfolio, value $28,867,291.

    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 168,921 shares
    Change vs previous 13F -3,907 shares

    0.79% of the 13F portfolio, value $25,170,955.

    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 172,828 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $27,763,169.

    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).