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PTM WEALTH MANAGEMENT, LLC: IMCG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PTM WEALTH MANAGEMENT, LLC on IMCG, newest first. How the timeline and the estimate are built.

PTM WEALTH MANAGEMENT, LLC held 163,480 IMCG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,480 shares
    Change vs previous 13F +6,431 shares

    7% of the 13F portfolio, value $15,546,928.

    13F-HR 0001951757-26-001122 filed by PTM 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 157,049 shares
    Change vs previous 13F +29,442 shares

    6.71% of the 13F portfolio, value $12,658,152.

    13F-HR 0001951757-26-000547 filed by PTM WEALTH MANAGEMENT, LLC
    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 127,607 shares
    Change vs previous 13F +4,644 shares

    5.88% of the 13F portfolio, value $10,422,913.

    13F-HR 0001951757-26-000043 filed by PTM WEALTH MANAGEMENT, LLC
    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 122,963 shares
    Change vs previous 13F +3,654 shares

    6.11% of the 13F portfolio, value $10,240,370.

    13F-HR 0001951757-25-001196 filed by PTM WEALTH MANAGEMENT, LLC
    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 119,309 shares
    Change vs previous 13F +13,080 shares

    6.42% of the 13F portfolio, value $9,698,622.

    13F-HR 0001951757-25-000592 filed by PTM WEALTH MANAGEMENT, LLC
    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 106,229 shares
    Change vs previous 13F not available

    7.08% of the 13F portfolio, value $6,730,659.

    13F-HR 0001951757-25-000525 filed by PTM WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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