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Disclosery

Destination Wealth Management: IJR position timeline

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

Destination Wealth Management held 920,516 IJR 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 920,516 shares
    Change vs previous 13F +82,478 shares

    3.19% of the 13F portfolio, value $136,521,752.

    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 838,038 shares
    Change vs previous 13F -2,356 shares

    2.71% of the 13F portfolio, value $104,176,453.

    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 840,394 shares
    Change vs previous 13F +3,689 shares

    2.64% of the 13F portfolio, value $100,998,497.

    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 836,705 shares
    Change vs previous 13F +6,552 shares

    2.74% of the 13F portfolio, value $99,425,662.

    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 830,153 shares
    Change vs previous 13F +33,368 shares

    2.66% of the 13F portfolio, value $90,727,384.

    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 796,785 shares
    Change vs previous 13F +22,209 shares

    2.63% of the 13F portfolio, value $83,319,830.

    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 774,576 shares
    Change vs previous 13F -14,770 shares

    2.79% of the 13F portfolio, value $89,246,702.

    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 789,346 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $92,321,938.

    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).