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Archvest Wealth Advisors, Inc.: IMTM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Archvest Wealth Advisors, Inc. on IMTM, newest first. How the timeline and the estimate are built.

Archvest Wealth Advisors, Inc. held 183,959 IMTM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 183,959 shares
    Change vs previous 13F -1,030 shares

    5.68% of the 13F portfolio, value $9,810,541.

    13F-HR 0001910174-26-000004 filed by Archvest Wealth Advisors, Inc.
    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 184,989 shares
    Change vs previous 13F +6,660 shares

    5.73% of the 13F portfolio, value $8,883,160.

    13F-HR 0001910174-26-000003 filed by Archvest Wealth Advisors, Inc.
    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/A 178,329 shares
    Change vs previous 13F +407 shares

    5.46% of the 13F portfolio, value $8,554,430.

    13F-HR/A 0001910174-26-000002 filed by Archvest Wealth Advisors, Inc.
    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 177,922 shares
    Change vs previous 13F +5,883 shares

    7.6% of the 13F portfolio, value $8,518,906.

    13F-HR 0001910174-25-000006 filed by Archvest Wealth Advisors, Inc.
    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 172,039 shares
    Change vs previous 13F +9,407 shares

    6.85% of the 13F portfolio, value $7,860,463.

    13F-HR 0001910174-25-000004 filed by Archvest Wealth Advisors, Inc.
    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 162,632 shares
    Change vs previous 13F +13,341 shares

    5.37% of the 13F portfolio, value $6,495,541.

    13F-HR 0001910174-25-000002 filed by Archvest Wealth Advisors, Inc.
    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 149,291 shares
    Change vs previous 13F +129,038 shares

    4.05% of the 13F portfolio, value $5,583,502.

    13F-HR 0001910174-25-000001 filed by Archvest Wealth Advisors, Inc.
    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 20,253 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $817,816.

    13F-HR 0001910174-24-000008 filed by Archvest Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).