13F-HR filed by IMG Wealth Management, Inc.
IMG Wealth Management, Inc. filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 506 holding rows worth $156,873,871.
- Accession
- 0001398344-26-009321
- Filer
- CIK 2032103
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 506 entries on the cover page, a total value of $156,873,871 stated on the cover page (in dollars after the unit check, H1), rows summing to $156,873,871 with VALUE read as dollars as filed, 13F file number 028-24863. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE TRADED FD | 33737A108 | NASDQ CLN EDGE | 1 | $164 | dollars as filed | |
| AVALONBAY CMNTYS INC COM | 053484101 | REIT | 1 | $163 | dollars as filed | |
| ZSCALERINC | 98980G102 | STOK | 1 | $140 | dollars as filed | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 1 | $81 | dollars as filed | |
| REAVES UTIL INCOME FD | 756158101 | COM SH BEN INT | 1 | $42 | dollars as filed | |
| ORGANON & CO COMMON STOCK | 68622V106 | Stock | 2 | $14 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001398344-26-009321 | this filing | 2026-05-15 | acceptance time not in the bulk data set |