Skip to content
Disclosery

IMG Wealth Management, Inc.: KBWD position timeline

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

IMG Wealth Management, Inc. held 1,249 KBWD 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 1,249 shares
    Change vs previous 13F -414 shares

    0.01% of the 13F portfolio, value $15,513.

    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 1,663 shares
    Change vs previous 13F +213 shares

    0.01% of the 13F portfolio, value $20,854.

    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 1,450 shares
    Change vs previous 13F +15 shares

    0.01% of the 13F portfolio, value $19,813.

    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 1,435 shares
    Change vs previous 13F +73 shares

    0.01% of the 13F portfolio, value $19,416.

    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 1,362 shares
    Change vs previous 13F +159 shares

    0.01% of the 13F portfolio, value $18,891.

    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 1,203 shares
    Change vs previous 13F +253 shares

    0.02% of the 13F portfolio, value $17,383.

    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 950 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $13,937.

    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).