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Disclosery

Destination Wealth Management: IXP position timeline

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

Destination Wealth Management held 74,630 IXP 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 74,630 shares
    Change vs previous 13F +1,783 shares

    0.2% of the 13F portfolio, value $8,421,742.

    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 72,847 shares
    Change vs previous 13F -111 shares

    0.22% of the 13F portfolio, value $8,367,161.

    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 72,958 shares
    Change vs previous 13F -6,748 shares

    0.23% of the 13F portfolio, value $8,843,921.

    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 79,706 shares
    Change vs previous 13F -1,245 shares

    0.27% of the 13F portfolio, value $9,850,906.

    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 80,951 shares
    Change vs previous 13F +35 shares

    0.27% of the 13F portfolio, value $9,092,454.

    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 80,916 shares
    Change vs previous 13F -3,342 shares

    0.25% of the 13F portfolio, value $7,850,439.

    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 84,258 shares
    Change vs previous 13F -1,817 shares

    0.25% of the 13F portfolio, value $8,145,189.

    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 86,075 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $8,102,225.

    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).