$372 Million is the total value of IMA Wealth, Inc.'s 402 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 3.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORPORATION | $5,347,000 | +1.9% | 20,700 | 0.0% | 1.44% | +11.8% | |
| PG | PROCTER AND GAMBLE CO | $5,122,000 | -12.2% | 40,574 | 0.0% | 1.38% | -3.6% | |
| FAST | FASTENAL CO | $3,423,000 | -7.8% | 74,344 | 0.0% | 0.92% | +1.3% | |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $2,921,000 | -10.9% | 11,150 | 0.0% | 0.78% | -2.1% | |
| GWW | GRAINGER W W INC | $1,712,000 | +7.6% | 3,500 | 0.0% | 0.46% | +18.3% | |
| WMT | WALMART INC | $1,639,000 | +6.7% | 12,635 | 0.0% | 0.44% | +17.0% | |
| IWV | ISHARES TRrussell 3000 etf | $1,413,000 | -4.8% | 6,826 | 0.0% | 0.38% | +4.7% | |
| ITW | ILLINOIS TOOL WKS INC | $1,369,000 | -0.9% | 7,580 | 0.0% | 0.37% | +8.9% | |
| CURO | CURO GROUP HOLDINGS CORP | $944,000 | -27.5% | 235,472 | 0.0% | 0.25% | -20.4% | |
| PSTG | PURE STORAGE INCcl a | $868,000 | +6.5% | 31,700 | 0.0% | 0.23% | +17.1% | |
| DE | DEERE & CO | $841,000 | +11.5% | 2,518 | 0.0% | 0.23% | +22.2% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $792,000 | +7.8% | 3,500 | 0.0% | 0.21% | +18.3% | |
| FTV | FORTIVE CORP | $697,000 | +7.2% | 11,960 | 0.0% | 0.19% | +17.6% | |
| SBUX | STARBUCKS CORP | $689,000 | +10.2% | 8,178 | 0.0% | 0.18% | +20.9% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $676,000 | -5.3% | 1,893 | 0.0% | 0.18% | +4.0% | |
| IRTC | IRHYTHM TECHNOLOGIES INC | $677,000 | +16.1% | 5,400 | 0.0% | 0.18% | +27.3% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $558,000 | -6.2% | 9,531 | 0.0% | 0.15% | +2.7% | |
| MDB | MONGODB INCcl a | $516,000 | -23.6% | 2,600 | 0.0% | 0.14% | -15.8% | |
| IEI | ISHARES TR3 7 yr treas bd | $504,000 | -4.2% | 4,410 | 0.0% | 0.14% | +4.7% | |
| ORLY | OREILLY AUTOMOTIVE INC | $452,000 | +11.3% | 642 | 0.0% | 0.12% | +22.2% | |
| MBB | ISHARES TRmbs etf | $423,000 | -6.0% | 4,620 | 0.0% | 0.11% | +3.6% | |
| SHY | ISHARES TR1 3 yr treas bd | $419,000 | -1.9% | 5,160 | 0.0% | 0.11% | +8.7% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $411,000 | -7.6% | 5,782 | 0.0% | 0.11% | +0.9% | |
| SYK | STRYKER CORPORATION | $405,000 | +1.8% | 2,000 | 0.0% | 0.11% | +12.4% | |
| GLD | SPDR GOLD TR | $402,000 | -8.2% | 2,600 | 0.0% | 0.11% | +0.9% | |
| ITOT | ISHARES TRcore s&p ttl stk | $346,000 | -5.2% | 4,353 | 0.0% | 0.09% | +4.5% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $324,000 | -15.8% | 2,724 | 0.0% | 0.09% | -7.4% | |
| SWBI | SMITH & WESSON BRANDS INC | $259,000 | -21.0% | 25,000 | 0.0% | 0.07% | -12.5% | |
| TXN | TEXAS INSTRS INC | $232,000 | +0.9% | 1,496 | 0.0% | 0.06% | +10.7% | |
| WDAY | WORKDAY INCcl a | $221,000 | +9.4% | 1,450 | 0.0% | 0.06% | +20.4% | |
| FBC | FLAGSTAR BANCORP INC | $202,000 | -6.0% | 6,059 | 0.0% | 0.05% | +1.9% | |
| EVRG | EVERGY INC | $195,000 | -9.3% | 3,289 | 0.0% | 0.05% | -1.9% | |
| IWF | ISHARES TRrus 1000 grw etf | $191,000 | -4.0% | 910 | 0.0% | 0.05% | +4.1% | |
| T | AT&T INC | $158,000 | -26.9% | 10,293 | 0.0% | 0.04% | -20.8% | |
| CNC | CENTENE CORP DEL | $157,000 | -7.6% | 2,012 | 0.0% | 0.04% | 0.0% | |
| CUT | INVESCO EXCH TRADED FD TR IImsci gbl timbr | $153,000 | -11.0% | 5,555 | 0.0% | 0.04% | -2.4% | |
| VZ | VERIZON COMMUNICATIONS INC | $153,000 | -25.4% | 4,042 | 0.0% | 0.04% | -18.0% | |
| CPB | CAMPBELL SOUP CO | $151,000 | -1.9% | 3,200 | 0.0% | 0.04% | +7.9% | |
| DY | DYCOM INDS INC | $150,000 | +2.7% | 1,567 | 0.0% | 0.04% | +11.1% | |
| ADM | ARCHER DANIELS MIDLAND CO | $146,000 | +3.5% | 1,821 | 0.0% | 0.04% | +11.4% | |
| APD | AIR PRODS & CHEMS INC | $138,000 | -3.5% | 595 | 0.0% | 0.04% | +5.7% | |
| SEB | SEABOARD CORP DEL | $133,000 | -11.9% | 39 | 0.0% | 0.04% | -2.7% | |
| LECO | LINCOLN ELEC HLDGS INC | $129,000 | +2.4% | 1,025 | 0.0% | 0.04% | +12.9% | |
| UHT | UNIVERSAL HEALTH RLTY INCOMEsh ben int | $115,000 | -18.4% | 2,650 | 0.0% | 0.03% | -11.4% | |
| GPN | GLOBAL PMTS INC | $108,000 | -2.7% | 1,000 | 0.0% | 0.03% | +7.4% | |
| UNP | UNION PAC CORP | $101,000 | -9.0% | 520 | 0.0% | 0.03% | 0.0% | |
| BACPRL | BK OF AMERICA CORP7.25%cnv pfd l | $100,000 | -2.0% | 85 | 0.0% | 0.03% | +8.0% | |
| SJM | SMUCKER J M CO | $101,000 | +7.4% | 732 | 0.0% | 0.03% | +17.4% | |
| WFCPRL | WELLS FARGO CO NEWperp pfd cnv a | $102,000 | -1.0% | 85 | 0.0% | 0.03% | +8.0% | |
| QCOM | QUALCOMM INC | $95,000 | -12.0% | 845 | 0.0% | 0.03% | 0.0% | |
| EQBK | EQUITY BANCSHARES INC | $95,000 | +1.1% | 3,220 | 0.0% | 0.03% | +13.0% | |
| CMCSA | COMCAST CORP NEWcl a | $98,000 | -25.2% | 3,350 | 0.0% | 0.03% | -18.8% | |
| COST | COSTCO WHSL CORP NEW | $91,000 | -1.1% | 192 | 0.0% | 0.02% | +4.3% | |
| TFC | TRUIST FINL CORP | $85,000 | -8.6% | 1,961 | 0.0% | 0.02% | 0.0% | |
| HTLF | HEARTLAND FINL USA INC | $85,000 | +3.7% | 1,962 | 0.0% | 0.02% | +15.0% | |
| EXPE | EXPEDIA GROUP INC | $82,000 | -1.2% | 874 | 0.0% | 0.02% | +10.0% | |
| CL | COLGATE PALMOLIVE CO | $78,000 | -12.4% | 1,110 | 0.0% | 0.02% | -4.5% | |
| PEY | INVESCO EXCHANGE TRADED FD Thig yld eq div | $74,000 | -9.8% | 4,000 | 0.0% | 0.02% | 0.0% | |
| TRV | TRAVELERS COMPANIES INC | $69,000 | -9.2% | 451 | 0.0% | 0.02% | 0.0% | |
| CAH | CARDINAL HEALTH INC | $63,000 | +28.6% | 946 | 0.0% | 0.02% | +41.7% | |
| WSO | WATSCO INC | $58,000 | +7.4% | 225 | 0.0% | 0.02% | +23.1% | |
| AOUT | AMERICAN OUTDOOR BRANDS INC | $55,000 | -6.8% | 6,250 | 0.0% | 0.02% | +7.1% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $47,000 | 0.0% | 452 | 0.0% | 0.01% | +8.3% | |
| DVN | DEVON ENERGY CORP NEW | $50,000 | +8.7% | 829 | 0.0% | 0.01% | +18.2% | |
| POOL | POOL CORP | $47,000 | -9.6% | 149 | 0.0% | 0.01% | 0.0% | |
| DFE | WISDOMTREE TReurope smcp dv | $45,000 | -18.2% | 1,000 | 0.0% | 0.01% | -7.7% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $42,000 | -4.5% | 350 | 0.0% | 0.01% | 0.0% | |
| WRK | WESTROCK CO | $40,000 | -23.1% | 1,311 | 0.0% | 0.01% | -15.4% | |
| MORN | MORNINGSTAR INC | $42,000 | -12.5% | 200 | 0.0% | 0.01% | -8.3% | |
| VOC | VOC ENERGY TRtr unit | $39,000 | +5.4% | 5,800 | 0.0% | 0.01% | +11.1% | |
| UNFI | UNITED NAT FOODS INC | $38,000 | -11.6% | 1,092 | 0.0% | 0.01% | -9.1% | |
| MLM | MARTIN MARIETTA MATLS INC | $38,000 | +8.6% | 118 | 0.0% | 0.01% | +11.1% | |
| AEP | AMERICAN ELEC PWR CO INC | $32,000 | -8.6% | 368 | 0.0% | 0.01% | 0.0% | |
| BR | BROADRIDGE FINL SOLUTIONS IN | $34,000 | 0.0% | 237 | 0.0% | 0.01% | +12.5% | |
| POR | PORTLAND GEN ELEC CO | $34,000 | -10.5% | 786 | 0.0% | 0.01% | 0.0% | |
| HSY | HERSHEY CO | $28,000 | +3.7% | 125 | 0.0% | 0.01% | +14.3% | |
| WARNER BROS DISCOVERY INC | $29,000 | -12.1% | 2,489 | 0.0% | 0.01% | 0.0% | ||
| WFC | WELLS FARGO CO NEW | $28,000 | +3.7% | 693 | 0.0% | 0.01% | +14.3% | |
| LBTYK | LIBERTY GLOBAL PLC | $28,000 | -24.3% | 1,670 | 0.0% | 0.01% | -11.1% | |
| SO | SOUTHERN CO | $29,000 | -6.5% | 431 | 0.0% | 0.01% | 0.0% | |
| FXB | INVESCO CURRENCYSHARES BRITbrit poun strl | $28,000 | -6.7% | 257 | 0.0% | 0.01% | +14.3% | |
| SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $31,000 | -11.4% | 800 | 0.0% | 0.01% | -11.1% | |
| HDV | ISHARES TRcore high dv etf | $30,000 | -9.1% | 330 | 0.0% | 0.01% | 0.0% | |
| CBSH | COMMERCE BANCSHARES INC | $26,000 | 0.0% | 399 | 0.0% | 0.01% | +16.7% | |
| HBI | HANESBRANDS INC | $26,000 | -33.3% | 3,752 | 0.0% | 0.01% | -30.0% | |
| ALB | ALBEMARLE CORP | $21,000 | +23.5% | 80 | 0.0% | 0.01% | +50.0% | |
| ETN | EATON CORP PLC | $22,000 | +4.8% | 165 | 0.0% | 0.01% | +20.0% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $23,000 | -11.5% | 142 | 0.0% | 0.01% | 0.0% | |
| LNC | LINCOLN NATL CORP IND | $18,000 | -5.3% | 400 | 0.0% | 0.01% | 0.0% | |
| IEX | IDEX CORP | $18,000 | +12.5% | 88 | 0.0% | 0.01% | +25.0% | |
| TRIP | TRIPADVISOR INC | $19,000 | +26.7% | 838 | 0.0% | 0.01% | +25.0% | |
| DG | DOLLAR GEN CORP NEW | $18,000 | 0.0% | 75 | 0.0% | 0.01% | +25.0% | |
| ORCL | ORACLE CORP | $20,000 | -13.0% | 328 | 0.0% | 0.01% | -16.7% | |
| NEM | NEWMONT CORP | $20,000 | -28.6% | 468 | 0.0% | 0.01% | -28.6% | |
| L | LOEWS CORP | $19,000 | -13.6% | 375 | 0.0% | 0.01% | 0.0% | |
| XLE | SELECT SECTOR SPDR TRenergy | $14,000 | 0.0% | 200 | 0.0% | 0.00% | +33.3% | |
| CODI | COMPASS DIVERSIFIEDsh ben int | $14,000 | -17.6% | 800 | 0.0% | 0.00% | 0.0% | |
| SWKS | SKYWORKS SOLUTIONS INC | $16,000 | -11.1% | 190 | 0.0% | 0.00% | 0.0% | |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $14,000 | -17.6% | 315 | 0.0% | 0.00% | 0.0% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $16,000 | -5.9% | 346 | 0.0% | 0.00% | 0.0% | |
| XOM | EXXON MOBIL CORP | $14,000 | 0.0% | 165 | 0.0% | 0.00% | +33.3% | |
| FSK | FS KKR CAP CORP | $16,000 | -11.1% | 950 | 0.0% | 0.00% | 0.0% | |
| SPR | SPIRIT AEROSYSTEMS HLDGS INC | $11,000 | -26.7% | 500 | 0.0% | 0.00% | -25.0% | |
| GKOS | GLAUKOS CORP | $11,000 | +22.2% | 200 | 0.0% | 0.00% | +50.0% | |
| NGVT | INGEVITY CORP | $13,000 | -7.1% | 218 | 0.0% | 0.00% | 0.0% | |
| TIP | ISHARES TRtips bd etf | $11,000 | -8.3% | 106 | 0.0% | 0.00% | 0.0% | |
| CFFN | CAPITOL FED FINL INC | $13,000 | -13.3% | 1,584 | 0.0% | 0.00% | -25.0% | |
| LUMN | LUMEN TECHNOLOGIES INC | $13,000 | -35.0% | 1,791 | 0.0% | 0.00% | -40.0% | |
| PLD | PROLOGIS INC. | $12,000 | -14.3% | 120 | 0.0% | 0.00% | 0.0% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $10,000 | -16.7% | 121 | 0.0% | 0.00% | 0.0% | |
| RWX | SPDR INDEX SHS FDSdj intl rl etf | $12,000 | -14.3% | 500 | 0.0% | 0.00% | 0.0% | |
| SONY | SONY GROUP CORPORATIONsponsored adr | $10,000 | -16.7% | 149 | 0.0% | 0.00% | 0.0% | |
| UBER | UBER TECHNOLOGIES INC | $13,000 | +30.0% | 500 | 0.0% | 0.00% | +50.0% | |
| WELL | WELLTOWER INC | $10,000 | -23.1% | 155 | 0.0% | 0.00% | 0.0% | |
| ACN | ACCENTURE PLC IRELAND | $11,000 | -8.3% | 43 | 0.0% | 0.00% | 0.0% | |
| JCI | JOHNSON CTLS INTL PLC | $10,000 | 0.0% | 200 | 0.0% | 0.00% | +50.0% | |
| NXPI | NXP SEMICONDUCTORS N V | $13,000 | 0.0% | 86 | 0.0% | 0.00% | 0.0% | |
| CB | CHUBB LIMITED | $7,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| TREE | LENDINGTREE INC NEW | $6,000 | -45.5% | 250 | 0.0% | 0.00% | -33.3% | |
| MIDD | MIDDLEBY CORP | $6,000 | 0.0% | 48 | 0.0% | 0.00% | +100.0% | |
| PRFT | PERFICIENT INC | $7,000 | -22.2% | 100 | 0.0% | 0.00% | 0.0% | |
| CRS | CARPENTER TECHNOLOGY CORP | $6,000 | +20.0% | 196 | 0.0% | 0.00% | +100.0% | |
| KGC | KINROSS GOLD CORP | $8,000 | +14.3% | 2,000 | 0.0% | 0.00% | 0.0% | |
| NVCR | NOVOCURE LTD | $8,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% | |
| ICLR | ICON PLC | $7,000 | -12.5% | 39 | 0.0% | 0.00% | 0.0% | |
| VIRT | VIRTU FINL INCcl a | $6,000 | -14.3% | 306 | 0.0% | 0.00% | 0.0% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $7,000 | -12.5% | 55 | 0.0% | 0.00% | 0.0% | |
| MMM | 3M CO | $6,000 | 0.0% | 50 | 0.0% | 0.00% | +100.0% | |
| BFLY | BUTTERFLY NETWORK INC | $9,000 | +50.0% | 2,000 | 0.0% | 0.00% | +100.0% | |
| SYY | SYSCO CORP | $7,000 | -12.5% | 100 | 0.0% | 0.00% | 0.0% | |
| LH | LABORATORY CORP AMER HLDGS | $9,000 | -10.0% | 43 | 0.0% | 0.00% | 0.0% | |
| IDXX | IDEXX LABS INC | $6,000 | -14.3% | 19 | 0.0% | 0.00% | 0.0% | |
| CCB | COASTAL FINL CORP WA | $8,000 | 0.0% | 207 | 0.0% | 0.00% | 0.0% | |
| AGZ | ISHARES TRagency bond etf | $6,000 | 0.0% | 53 | 0.0% | 0.00% | +100.0% | |
| SPGI | S&P GLOBAL INC | $8,000 | -11.1% | 26 | 0.0% | 0.00% | 0.0% | |
| PGR | PROGRESSIVE CORP | $8,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| ENB | ENBRIDGE INC | $5,000 | -16.7% | 142 | 0.0% | 0.00% | 0.0% | |
| NFLX | NETFLIX INC | $4,000 | +33.3% | 19 | 0.0% | 0.00% | 0.0% | |
| NS | NUSTAR ENERGY LP | $4,000 | 0.0% | 320 | 0.0% | 0.00% | 0.0% | |
| KYNDRYL HLDGS INC | $4,000 | -20.0% | 544 | 0.0% | 0.00% | 0.0% | ||
| BKNG | BOOKING HOLDINGS INC | $3,000 | 0.0% | 2 | 0.0% | 0.00% | 0.0% | |
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| KARS | KRANESHARES TRelec veh futur | $3,000 | -25.0% | 100 | 0.0% | 0.00% | 0.0% | |
| GOLD | BARRICK GOLD CORP | $3,000 | -25.0% | 200 | 0.0% | 0.00% | 0.0% | |
| PSX | PHILLIPS 66 | $3,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| PUBM | PUBMATIC INC | $3,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| XOP | SPDR SER TRs&p oilgas exp | $3,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| HAIL | SPDR SER TRs&p kensho smart | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| COIN | COINBASE GLOBAL INC | $2,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| SNPS | SYNOPSYS INC | $4,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $3,000 | -25.0% | 251 | 0.0% | 0.00% | 0.0% | |
| GILD | GILEAD SCIENCES INC | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| GM | GENERAL MTRS CO | $2,000 | 0.0% | 75 | 0.0% | 0.00% | – | |
| VTV | VANGUARD INDEX FDSvalue etf | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| FIS | FIDELITY NATL INFORMATION SV | $3,000 | -25.0% | 41 | 0.0% | 0.00% | 0.0% | |
| JETS | ETF SER SOLUTIONSus glb jets | $4,000 | 0.0% | 257 | 0.0% | 0.00% | 0.0% | |
| EW | EDWARDS LIFESCIENCES CORP | $3,000 | -25.0% | 42 | 0.0% | 0.00% | 0.0% | |
| MDLZ | MONDELEZ INTL INCcl a | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| IEMG | ISHARES INCcore msci emkt | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| SCZ | ISHARES TReafe sml cp etf | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| APA | APA CORPORATION | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – | |
| AMRS | AMYRIS INC | $1,000 | – | 250 | 0.0% | 0.00% | – | |
| CDE | COEUR MNG INC | $0 | – | 100 | 0.0% | 0.00% | – | |
| DEUS | DBX ETF TRxtrackers russel | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| UNIT | UNITI GROUP INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| GTX | GARRETT MOTION INC | $0 | – | 13 | 0.0% | 0.00% | – | |
| VUG | VANGUARD INDEX FDSgrowth etf | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| VTRS | VIATRIS INC | $1,000 | 0.0% | 61 | 0.0% | 0.00% | – | |
| FATE | FATE THERAPEUTICS INC | $1,000 | 0.0% | 39 | 0.0% | 0.00% | – | |
| ZIMVIE INC | $0 | -100.0% | 45 | 0.0% | 0.00% | – | ||
| ACOR | ACORDA THERAPEUTICS INC | $0 | – | 17 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Schwab US Large-Cap Val ETF | 42 | Q3 2023 | 3.8% |
| MICROSOFT CORP | 42 | Q3 2023 | 2.0% |
| MASTERCARD INCORPORATED | 42 | Q3 2023 | 2.2% |
| Regeneron Pharmaceuticals Inc | 42 | Q3 2023 | 2.7% |
| Schwab US LargeCap Gth ETF | 42 | Q3 2023 | 1.3% |
| iShares Tr Russell 3000 Index Fd | 42 | Q3 2023 | 2.0% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 1.7% |
| Exxon Mobil Corporation | 42 | Q3 2023 | 2.3% |
| ISHARES TR | 42 | Q3 2023 | 2.0% |
| ABBVIE INC | 42 | Q3 2023 | 1.0% |
View IMA Wealth, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-28 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-16 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-18 |
| 13F-HR | 2022-06-13 |
| 13F-HR | 2022-02-14 |
View IMA Wealth, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.