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Disclosery

Destination Wealth Management: IEMG position timeline

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

Destination Wealth Management held 1,364,036 IEMG 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 1,364,036 shares
    Change vs previous 13F -45,548 shares

    2.64% of the 13F portfolio, value $112,996,770.

    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 1,409,584 shares
    Change vs previous 13F +123,179 shares

    2.55% of the 13F portfolio, value $98,318,462.

    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 1,286,405 shares
    Change vs previous 13F -2,842 shares

    2.26% of the 13F portfolio, value $86,472,123.

    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 1,289,247 shares
    Change vs previous 13F +12,931 shares

    2.34% of the 13F portfolio, value $84,987,136.

    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 1,276,316 shares
    Change vs previous 13F +7,891 shares

    2.25% of the 13F portfolio, value $76,617,273.

    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 1,268,425 shares
    Change vs previous 13F +13,047 shares

    2.16% of the 13F portfolio, value $68,456,882.

    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 1,255,378 shares
    Change vs previous 13F +16,358 shares

    2.05% of the 13F portfolio, value $65,555,858.

    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 1,239,020 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $71,132,152.

    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).