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IMG Wealth Management, Inc.: UFEB position timeline

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

IMG Wealth Management, Inc. held 15,377 UFEB 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 15,377 shares
    Change vs previous 13F -27 shares

    0.33% of the 13F portfolio, value $594,321.

    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 15,404 shares
    Change vs previous 13F +1,016 shares

    0.36% of the 13F portfolio, value $559,165.

    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 14,388 shares
    Change vs previous 13F -22 shares

    0.34% of the 13F portfolio, value $529,264.

    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 14,410 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $515,734.

    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 14,410 shares
    Change vs previous 13F +1,443 shares

    0.38% of the 13F portfolio, value $494,417.

    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 12,967 shares
    Change vs previous 13F +795 shares

    0.38% of the 13F portfolio, value $420,001.

    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 12,172 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $404,962.

    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).