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Disclosery

WestEnd Advisors, LLC: IGM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WestEnd Advisors, LLC on IGM, newest first. How the timeline and the estimate are built.

WestEnd Advisors, LLC held 714,852 IGM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 714,852 shares
    Change vs previous 13F -121,197 shares

    2.61% of the 13F portfolio, value $116,942,176.

    13F-HR 0001398344-26-012446 filed by WestEnd Advisors, 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 836,049 shares
    Change vs previous 13F +12,355 shares

    2.39% of the 13F portfolio, value $99,085,112.

    13F-HR 0001398344-26-006826 filed by WestEnd Advisors, 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 823,694 shares
    Change vs previous 13F -960,787 shares

    2.48% of the 13F portfolio, value $106,393,625.

    13F-HR 0001398344-26-001290 filed by WestEnd Advisors, 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 1,784,481 shares
    Change vs previous 13F not available

    5.26% of the 13F portfolio, value $224,759,657.

    13F-HR 0001398344-25-019523 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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