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IMG Wealth Management, Inc.: UJAN position timeline

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

IMG Wealth Management, Inc. held 50,186 UJAN 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 50,186 shares
    Change vs previous 13F +581 shares

    1.27% of the 13F portfolio, value $2,275,042.

    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 49,605 shares
    Change vs previous 13F -1,147 shares

    1.34% of the 13F portfolio, value $2,108,709.

    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 50,752 shares
    Change vs previous 13F +1,285 shares

    1.39% of the 13F portfolio, value $2,195,532.

    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 49,467 shares
    Change vs previous 13F +396 shares

    1.41% of the 13F portfolio, value $2,083,837.

    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 49,071 shares
    Change vs previous 13F +598 shares

    1.54% of the 13F portfolio, value $1,985,035.

    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 48,473 shares
    Change vs previous 13F +1,049 shares

    1.66% of the 13F portfolio, value $1,848,838.

    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 47,424 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $1,847,165.

    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).