Destination Wealth Management: IJH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Destination Wealth Management on IJH, newest first. How the timeline and the estimate are built.
Destination Wealth Management held 1,548,248 IJH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,548,248 sharesChange vs previous 13F +490,090 shares
2.79% of the 13F portfolio, value $119,385,367.
13F-HR 0001278573-26-000008 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,058,158 sharesChange vs previous 13F +14,804 shares
1.86% of the 13F portfolio, value $71,457,433.
13F-HR 0001278573-26-000006 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,043,354 sharesChange vs previous 13F +7,640 shares
1.8% of the 13F portfolio, value $68,861,374.
13F-HR 0001278573-26-000003 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,035,714 sharesChange vs previous 13F +8,297 shares
1.86% of the 13F portfolio, value $67,590,697.
13F-HR 0001278573-25-000012 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,027,417 sharesChange vs previous 13F +21,194 shares
1.87% of the 13F portfolio, value $63,720,395.
13F-HR 0001278573-25-000009 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,006,223 sharesChange vs previous 13F +11,503 shares
1.85% of the 13F portfolio, value $58,713,139.
13F-HR 0001278573-25-000006 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 994,720 sharesChange vs previous 13F -11,952 shares
1.94% of the 13F portfolio, value $61,981,012.
13F-HR 0001278573-25-000002 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,006,672 sharesChange vs previous 13F not available
1.95% of the 13F portfolio, value $62,735,778.
13F-HR 0001278573-24-000010 filed by Destination Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).