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Disclosery

Destination Wealth Management: IWB position timeline

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

Destination Wealth Management held 16,777 IWB 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 16,777 shares
    Change vs previous 13F +806 shares

    0.16% of the 13F portfolio, value $6,870,040.

    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 15,971 shares
    Change vs previous 13F -411 shares

    0.15% of the 13F portfolio, value $5,694,607.

    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 16,382 shares
    Change vs previous 13F -57 shares

    0.16% of the 13F portfolio, value $6,117,756.

    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 16,439 shares
    Change vs previous 13F -642 shares

    0.17% of the 13F portfolio, value $6,008,138.

    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 17,081 shares
    Change vs previous 13F +931 shares

    0.17% of the 13F portfolio, value $5,800,159.

    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 16,150 shares
    Change vs previous 13F -731 shares

    0.16% of the 13F portfolio, value $4,953,721.

    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 16,881 shares
    Change vs previous 13F +366 shares

    0.17% of the 13F portfolio, value $5,438,228.

    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 16,515 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,192,236.

    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).