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IMG Wealth Management, Inc.: UMAR position timeline

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

IMG Wealth Management, Inc. held 24,477 UMAR 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 24,477 shares
    Change vs previous 13F +3,167 shares

    0.58% of the 13F portfolio, value $1,034,038.

    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 21,310 shares
    Change vs previous 13F +250 shares

    0.54% of the 13F portfolio, value $846,859.

    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 21,060 shares
    Change vs previous 13F +2,539 shares

    0.53% of the 13F portfolio, value $841,343.

    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 18,521 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $722,504.

    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 18,521 shares
    Change vs previous 13F +347 shares

    0.54% of the 13F portfolio, value $696,575.

    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 18,174 shares
    Change vs previous 13F +3,744 shares

    0.58% of the 13F portfolio, value $646,086.

    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 14,430 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $515,007.

    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).