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Immaculate Wealth Management LLC: IFRA position timeline

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

Immaculate Wealth Management LLC held 12,455 IFRA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,455 shares
    Change vs previous 13F -113 shares

    5.32% of the 13F portfolio, value $785,189.

    13F-HR 0002089761-26-000002 filed by Immaculate Wealth Management LLC
    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 12,568 shares
    Change vs previous 13F not available

    5.68% of the 13F portfolio, value $718,918.

    13F-HR 0002089761-26-000001 filed by Immaculate Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).