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Disclosery

Destination Wealth Management: IDV position timeline

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

Destination Wealth Management held 373,763 IDV 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 373,763 shares
    Change vs previous 13F -286 shares

    0.36% of the 13F portfolio, value $15,484,981.

    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 374,049 shares
    Change vs previous 13F -12,741 shares

    0.41% of the 13F portfolio, value $15,919,541.

    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 386,790 shares
    Change vs previous 13F -3,237 shares

    0.4% of the 13F portfolio, value $15,258,853.

    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 390,027 shares
    Change vs previous 13F -10,465 shares

    0.39% of the 13F portfolio, value $14,255,477.

    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 400,492 shares
    Change vs previous 13F -12,861 shares

    0.41% of the 13F portfolio, value $13,820,995.

    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 413,353 shares
    Change vs previous 13F +1,647 shares

    0.4% of the 13F portfolio, value $12,822,196.

    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 411,706 shares
    Change vs previous 13F +6,885 shares

    0.35% of the 13F portfolio, value $11,272,518.

    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 404,821 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $12,237,724.

    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).