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Destination Wealth Management: IEFA position timeline

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

Destination Wealth Management held 6,815 IEFA 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 6,815 shares
    Change vs previous 13F -365 shares

    0.02% of the 13F portfolio, value $658,183.

    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 7,180 shares
    Change vs previous 13F -967 shares

    0.02% of the 13F portfolio, value $650,027.

    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 8,147 shares
    Change vs previous 13F -107 shares

    0.02% of the 13F portfolio, value $728,852.

    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 8,254 shares
    Change vs previous 13F -5,713 shares

    0.02% of the 13F portfolio, value $720,644.

    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 13,967 shares
    Change vs previous 13F +1,139 shares

    0.03% of the 13F portfolio, value $1,165,953.

    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 12,828 shares
    Change vs previous 13F +1,101 shares

    0.03% of the 13F portfolio, value $970,463.

    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 11,727 shares
    Change vs previous 13F +282 shares

    0.03% of the 13F portfolio, value $824,197.

    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 11,445 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $893,319.

    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).