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Disclosery

Destination Wealth Management: IUSB position timeline

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

Destination Wealth Management held 1,069,818 IUSB 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 1,069,818 shares
    Change vs previous 13F +25,134 shares

    1.15% of the 13F portfolio, value $49,372,122.

    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 1,044,684 shares
    Change vs previous 13F +40,484 shares

    1.25% of the 13F portfolio, value $48,253,935.

    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 1,004,200 shares
    Change vs previous 13F +49,755 shares

    1.22% of the 13F portfolio, value $46,735,459.

    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 954,445 shares
    Change vs previous 13F +23,912 shares

    1.23% of the 13F portfolio, value $44,582,125.

    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 930,533 shares
    Change vs previous 13F +5,572 shares

    1.26% of the 13F portfolio, value $43,018,549.

    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 924,961 shares
    Change vs previous 13F +33,870 shares

    1.34% of the 13F portfolio, value $42,622,218.

    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 891,091 shares
    Change vs previous 13F +16,984 shares

    1.26% of the 13F portfolio, value $40,277,311.

    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 874,107 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $41,187,902.

    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).