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Disclosery

Destination Wealth Management: ISTB position timeline

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

Destination Wealth Management held 644,170 ISTB 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 644,170 shares
    Change vs previous 13F +11,495 shares

    0.73% of the 13F portfolio, value $31,081,225.

    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 632,675 shares
    Change vs previous 13F +19,892 shares

    0.8% of the 13F portfolio, value $30,659,437.

    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 612,783 shares
    Change vs previous 13F +32,589 shares

    0.78% of the 13F portfolio, value $29,873,175.

    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 580,194 shares
    Change vs previous 13F +14,336 shares

    0.78% of the 13F portfolio, value $28,336,655.

    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 565,858 shares
    Change vs previous 13F +10,771 shares

    0.81% of the 13F portfolio, value $27,529,002.

    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 555,087 shares
    Change vs previous 13F +16,550 shares

    0.85% of the 13F portfolio, value $26,838,461.

    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 538,537 shares
    Change vs previous 13F +4,132 shares

    0.8% of the 13F portfolio, value $25,725,933.

    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 534,405 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $26,014,856.

    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).