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Disclosery

Destination Wealth Management: IMTB position timeline

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

Destination Wealth Management held 528,770 IMTB 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 528,770 shares
    Change vs previous 13F +12,501 shares

    0.54% of the 13F portfolio, value $23,060,572.

    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 516,269 shares
    Change vs previous 13F +16,291 shares

    0.59% of the 13F portfolio, value $22,622,902.

    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 499,978 shares
    Change vs previous 13F +28,158 shares

    0.58% of the 13F portfolio, value $22,099,020.

    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 471,820 shares
    Change vs previous 13F +14,584 shares

    0.57% of the 13F portfolio, value $20,857,613.

    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 457,236 shares
    Change vs previous 13F +4,932 shares

    0.59% of the 13F portfolio, value $19,949,217.

    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 452,304 shares
    Change vs previous 13F +16,904 shares

    0.62% of the 13F portfolio, value $19,630,637.

    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 435,400 shares
    Change vs previous 13F +6,605 shares

    0.58% of the 13F portfolio, value $18,480,299.

    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 428,795 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $19,092,527.

    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).