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Disclosery

Destination Wealth Management: IGM position timeline

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

Destination Wealth Management held 603,056 IGM 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 603,056 shares
    Change vs previous 13F -17,598 shares

    2.3% of the 13F portfolio, value $98,647,894.

    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 620,654 shares
    Change vs previous 13F -4,565 shares

    1.91% of the 13F portfolio, value $73,553,753.

    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 625,219 shares
    Change vs previous 13F -5,753 shares

    2.11% of the 13F portfolio, value $80,753,235.

    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 630,972 shares
    Change vs previous 13F -11,047 shares

    2.19% of the 13F portfolio, value $79,470,904.

    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 642,019 shares
    Change vs previous 13F -4,572 shares

    2.12% of the 13F portfolio, value $72,124,393.

    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 646,591 shares
    Change vs previous 13F +4,988 shares

    1.85% of the 13F portfolio, value $58,626,441.

    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 641,603 shares
    Change vs previous 13F -27,838 shares

    2.05% of the 13F portfolio, value $65,501,208.

    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 669,441 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $64,226,197.

    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).