Skip to content
Disclosery

IMG Wealth Management, Inc.: UOCT position timeline

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

IMG Wealth Management, Inc. held 66,598 UOCT 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 66,598 shares
    Change vs previous 13F +722 shares

    1.53% of the 13F portfolio, value $2,737,844.

    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 65,876 shares
    Change vs previous 13F -805 shares

    1.61% of the 13F portfolio, value $2,519,098.

    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 66,681 shares
    Change vs previous 13F -2,767 shares

    1.65% of the 13F portfolio, value $2,603,360.

    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 69,448 shares
    Change vs previous 13F +7,571 shares

    1.81% of the 13F portfolio, value $2,668,887.

    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 61,877 shares
    Change vs previous 13F +796 shares

    1.76% of the 13F portfolio, value $2,275,929.

    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 61,081 shares
    Change vs previous 13F +437 shares

    1.9% of the 13F portfolio, value $2,110,324.

    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 60,644 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $2,139,405.

    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).