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Disclosery

Destination Wealth Management: IVV position timeline

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

Destination Wealth Management held 108,582 IVV 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 108,582 shares
    Change vs previous 13F +2,125 shares

    1.9% of the 13F portfolio, value $81,316,134.

    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 106,457 shares
    Change vs previous 13F -6,779 shares

    1.81% of the 13F portfolio, value $69,539,013.

    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 113,236 shares
    Change vs previous 13F -5,311 shares

    2.03% of the 13F portfolio, value $77,560,024.

    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 118,547 shares
    Change vs previous 13F +506 shares

    2.19% of the 13F portfolio, value $79,343,294.

    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 118,041 shares
    Change vs previous 13F -7,663 shares

    2.15% of the 13F portfolio, value $73,291,378.

    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 125,704 shares
    Change vs previous 13F +1,317 shares

    2.23% of the 13F portfolio, value $70,633,052.

    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 124,387 shares
    Change vs previous 13F -4,014 shares

    2.29% of the 13F portfolio, value $73,224,008.

    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 128,401 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $74,064,151.

    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).