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IMG Wealth Management, Inc.: BUFQ position timeline

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

IMG Wealth Management, Inc. held 297,371 BUFQ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 297,371 shares
    Change vs previous 13F +9,791 shares

    6.51% of the 13F portfolio, value $11,677,759.

    13F-HR 0001398344-26-013805 filed by IMG Wealth Management, 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 287,580 shares
    Change vs previous 13F +8,281 shares

    6.47% of the 13F portfolio, value $10,157,326.

    13F-HR 0001398344-26-009321 filed by IMG Wealth Management, 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 279,299 shares
    Change vs previous 13F -10,897 shares

    6.36% of the 13F portfolio, value $10,010,076.

    13F-HR 0001398344-26-002289 filed by IMG Wealth Management, 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 290,196 shares
    Change vs previous 13F +34,042 shares

    6.84% of the 13F portfolio, value $10,110,429.

    13F-HR 0001398344-25-020333 filed by IMG Wealth Management, 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 256,154 shares
    Change vs previous 13F +21,235 shares

    6.59% of the 13F portfolio, value $8,504,313.

    13F-HR 0001398344-25-014143 filed by IMG Wealth Management, 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 234,919 shares
    Change vs previous 13F +26,183 shares

    6.3% of the 13F portfolio, value $7,014,681.

    13F-HR 0001398344-25-007524 filed by IMG Wealth Management, 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 208,736 shares
    Change vs previous 13F not available

    6.07% of the 13F portfolio, value $6,560,572.

    13F-HR 0001398344-25-002313 filed by IMG Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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