IMG Wealth Management, Inc.: ADI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IMG Wealth Management, Inc. on ADI, newest first. How the timeline and the estimate are built.
IMG Wealth Management, Inc. held 118 ADI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 118 sharesChange vs previous 13F -33 shares
0.03% of the 13F portfolio, value $46,866.
13F-HR 0001398344-26-013805 filed by IMG Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 151 sharesChange vs previous 13F +60 shares
0.03% of the 13F portfolio, value $48,039.
13F-HR 0001398344-26-009321 filed by IMG Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 91 sharesChange vs previous 13F +29 shares
0.02% of the 13F portfolio, value $24,679.
13F-HR 0001398344-26-002289 filed by IMG Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 62 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $15,233.
13F-HR 0001398344-25-020333 filed by IMG Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 62 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $14,757.
13F-HR 0001398344-25-014143 filed by IMG Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).