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Disclosery

Destination Wealth Management: IYZ position timeline

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

Destination Wealth Management held 69,731 IYZ 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 69,731 shares
    Change vs previous 13F +643 shares

    0.07% of the 13F portfolio, value $2,950,298.

    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 69,088 shares
    Change vs previous 13F -2,210 shares

    0.07% of the 13F portfolio, value $2,716,549.

    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 71,298 shares
    Change vs previous 13F +75 shares

    0.06% of the 13F portfolio, value $2,416,997.

    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 71,223 shares
    Change vs previous 13F -405 shares

    0.06% of the 13F portfolio, value $2,297,663.

    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 71,628 shares
    Change vs previous 13F -1,678 shares

    0.06% of the 13F portfolio, value $2,133,082.

    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 73,306 shares
    Change vs previous 13F -1,915 shares

    0.06% of the 13F portfolio, value $2,007,850.

    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 75,221 shares
    Change vs previous 13F -2,352 shares

    0.06% of the 13F portfolio, value $2,018,178.

    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 77,573 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,959,490.

    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).