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WealthTrak Capital Management LLC: IMCG position timeline

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

WealthTrak Capital Management LLC held 5,831 IMCG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,831 shares
    Change vs previous 13F -84 shares

    0.38% of the 13F portfolio, value $573,219.

    13F-HR 0002052710-26-000003 filed by WealthTrak Capital 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 5,915 shares
    Change vs previous 13F +135 shares

    0.33% of the 13F portfolio, value $465,948.

    13F-HR 0002052710-26-000002 filed by WealthTrak Capital 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 5,780 shares
    Change vs previous 13F -27 shares

    0.33% of the 13F portfolio, value $461,497.

    13F-HR 0002052710-26-000001 filed by WealthTrak Capital 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 5,807 shares
    Change vs previous 13F +80 shares

    0.4% of the 13F portfolio, value $480,431.

    13F-HR 0002052710-25-000008 filed by WealthTrak Capital 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 5,727 shares
    Change vs previous 13F +113 shares

    0.38% of the 13F portfolio, value $459,493.

    13F-HR 0002052710-25-000004 filed by WealthTrak Capital 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 5,614 shares
    Change vs previous 13F -246 shares

    0.35% of the 13F portfolio, value $401,019.

    13F-HR 0002052710-25-000002 filed by WealthTrak Capital Management LLC
    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 5,860 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $442,615.

    13F-HR 0002052710-25-000001 filed by WealthTrak Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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