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IMG Wealth Management, Inc.: BUFR position timeline

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

IMG Wealth Management, Inc. held 506,640 BUFR 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 506,640 shares
    Change vs previous 13F +16,241 shares

    10.31% of the 13F portfolio, value $18,507,559.

    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 490,399 shares
    Change vs previous 13F +10,641 shares

    10.56% of the 13F portfolio, value $16,560,774.

    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 479,758 shares
    Change vs previous 13F -2,100 shares

    10.44% of the 13F portfolio, value $16,436,509.

    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 481,858 shares
    Change vs previous 13F +56,719 shares

    10.89% of the 13F portfolio, value $16,103,694.

    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 425,139 shares
    Change vs previous 13F +32,406 shares

    10.47% of the 13F portfolio, value $13,519,420.

    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 392,733 shares
    Change vs previous 13F +43,653 shares

    10.47% of the 13F portfolio, value $11,660,243.

    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 349,080 shares
    Change vs previous 13F not available

    9.84% of the 13F portfolio, value $10,636,468.

    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).