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Disclosery

Destination Wealth Management: IGSB position timeline

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

Destination Wealth Management held 1,594,200 IGSB 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 1,594,200 shares
    Change vs previous 13F +45,671 shares

    1.95% of the 13F portfolio, value $83,552,029.

    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 1,548,529 shares
    Change vs previous 13F +47,815 shares

    2.11% of the 13F portfolio, value $81,390,674.

    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 1,500,714 shares
    Change vs previous 13F +49,521 shares

    2.08% of the 13F portfolio, value $79,357,748.

    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 1,451,193 shares
    Change vs previous 13F +35,927 shares

    2.12% of the 13F portfolio, value $76,956,768.

    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 1,415,266 shares
    Change vs previous 13F +5,774 shares

    2.19% of the 13F portfolio, value $74,669,425.

    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 1,409,492 shares
    Change vs previous 13F +27,128 shares

    2.33% of the 13F portfolio, value $73,815,090.

    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 1,382,364 shares
    Change vs previous 13F +18,054 shares

    2.24% of the 13F portfolio, value $71,468,244.

    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 1,364,310 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $71,844,586.

    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).