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IMG Wealth Management, Inc.: QQQ position timeline

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

IMG Wealth Management, Inc. held 4,863 QQQ 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 4,863 shares
    Change vs previous 13F -240 shares

    1.99% of the 13F portfolio, value $3,581,066.

    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 5,103 shares
    Change vs previous 13F -567 shares

    1.88% of the 13F portfolio, value $2,945,312.

    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 5,670 shares
    Change vs previous 13F -7,642 shares

    2.21% of the 13F portfolio, value $3,483,013.

    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 13,312 shares
    Change vs previous 13F +705 shares

    5.41% of the 13F portfolio, value $7,991,857.

    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 12,607 shares
    Change vs previous 13F +399 shares

    5.39% of the 13F portfolio, value $6,954,766.

    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 12,208 shares
    Change vs previous 13F +169 shares

    5.14% of the 13F portfolio, value $5,724,699.

    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 12,039 shares
    Change vs previous 13F not available

    5.69% of the 13F portfolio, value $6,154,833.

    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).