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IMG Wealth Management, Inc.: UAPR position timeline

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

IMG Wealth Management, Inc. held 39,940 UAPR 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 39,940 shares
    Change vs previous 13F +886 shares

    0.78% of the 13F portfolio, value $1,402,485.

    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 39,054 shares
    Change vs previous 13F +8,137 shares

    0.83% of the 13F portfolio, value $1,303,232.

    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 30,917 shares
    Change vs previous 13F -136 shares

    0.64% of the 13F portfolio, value $1,013,150.

    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 31,053 shares
    Change vs previous 13F +145 shares

    0.68% of the 13F portfolio, value $998,043.

    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 30,908 shares
    Change vs previous 13F +731 shares

    0.75% of the 13F portfolio, value $967,420.

    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 30,177 shares
    Change vs previous 13F -524 shares

    0.81% of the 13F portfolio, value $901,085.

    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 30,701 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $946,724.

    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).