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Disclosery

Destination Wealth Management: IDU position timeline

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

Destination Wealth Management held 605,045 IDU 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 605,045 shares
    Change vs previous 13F -1,205 shares

    1.62% of the 13F portfolio, value $69,344,212.

    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 606,250 shares
    Change vs previous 13F -2,289 shares

    1.83% of the 13F portfolio, value $70,391,734.

    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 608,539 shares
    Change vs previous 13F -2,174 shares

    1.73% of the 13F portfolio, value $65,941,334.

    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 610,713 shares
    Change vs previous 13F -3,375 shares

    1.87% of the 13F portfolio, value $67,728,075.

    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 614,088 shares
    Change vs previous 13F -4,673 shares

    1.88% of the 13F portfolio, value $64,215,175.

    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 618,761 shares
    Change vs previous 13F -2,842 shares

    1.98% of the 13F portfolio, value $62,754,692.

    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 621,603 shares
    Change vs previous 13F -14,964 shares

    1.87% of the 13F portfolio, value $59,804,414.

    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 636,567 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $64,942,516.

    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).