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Disclosery

Destination Wealth Management: IWO position timeline

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

Destination Wealth Management held 1,624 IWO 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 1,624 shares
    Change vs previous 13F -227 shares

    0.01% of the 13F portfolio, value $639,970.

    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 1,851 shares
    Change vs previous 13F +400 shares

    0.02% of the 13F portfolio, value $580,892.

    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 1,451 shares
    Change vs previous 13F +412 shares

    0.01% of the 13F portfolio, value $468,639.

    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 1,039 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $332,537.

    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 1,038 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $296,760.

    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 1,037 shares
    Change vs previous 13F -55 shares

    0.01% of the 13F portfolio, value $265,035.

    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 1,092 shares
    Change vs previous 13F +60 shares

    0.01% of the 13F portfolio, value $314,210.

    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 1,032 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $293,074.

    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).