IMA Wealth, Inc.
- SEC CIK
- 0001455495
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 10, 2026.SEC
- Positions
- 1,384
- +352 vs. Q1 2026
- Total value
- $1.6B
- +$574.54M (+56.1%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| ISHARES TR464288802 | ESG OPTIMIZED | 524,325 | $80.9M | 5.06% | +1,831+0.4% | Added | – |
| ISHARES TR46436E759 | ESG EAFE ETF | 822,257 | $69.5M | 4.35% | +85,622+11.6% | Added | – |
| ISHARES TR464288570 | ESG MSCI KLD ETF | 444,726 | $62.99M | 3.94% | +32,150+7.8% | Added | – |
| SCHWAB U.S. LARGE-CAP ETF808524201 | ETF | 1,869,009 | $55M | 3.44% | +17,157+0.9% | Added | – |
| VANGUARD STAR FDS921909768 | VG TL INTL STK F | 622,737 | $53.21M | 3.33% | +306,632+97.0% | Added | – |
| VANGUARD WORLD FD921910733 | ESG US STK ETF | 349,458 | $46.21M | 2.89% | +76,507+28.0% | Added | – |
| ISHARES TR46435G268 | RUSEL 2500 ETF | 491,513 | $45.03M | 2.82% | +491,513 | New | – |
| VANGUARD WORLD FD921910725 | ESG INTL STK ETF | 483,384 | $39.8M | 2.49% | +3,908+0.8% | Added | – |
| VANGUARD MORNINGSTAR GROWTH ETF922908736 | ETF | 430,119 | $37.05M | 2.32% | +430,119 | New | – |
| DIMENSIONAL ETF TRUST25434V203 | INTL CORE EQT MK | 830,927 | $34.28M | 2.14% | +830,927 | New | – |
| J P MORGAN EXCHANGE TRADED F46641Q670 | CORE PLUS BD ETF | 670,530 | $31.47M | 1.97% | +91,401+15.8% | Added | – |
| VANGUARD MORNINGSTAR VALUE ETF922908744 | ETF | 139,739 | $30.45M | 1.90% | +139,739 | New | – |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 37,569 | $28.06M | 1.76% | +8,464+29.1% | Added | View |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 35,809 | $26.82M | 1.68% | +30,192+537.5% | Added | – |
| INVESCO EXCH TRD SLF IDX FD46138J460 | INVSCO 30 CORP | 1,578,735 | $26.28M | 1.64% | +130,163+9.0% | Added | – |
| INVESCO EXCH TRD SLF IDX FD46139W825 | BUL 2033 COR ETF | 1,203,208 | $25.33M | 1.58% | +1,203,208 | New | – |
| SCHWAB U.S. BROAD MARKET ETF808524102 | ETF | 852,429 | $24.69M | 1.54% | −1,461−0.2% | Reduced | – |
| VANGUARD TOTAL BOND MARKET ETF921937835 | ETF | 280,609 | $20.6M | 1.29% | +31,734+12.8% | Added | – |
| DIMENSIONAL ETF TRUST25434V864 | SHOR DUR FIX ETF | 406,393 | $19.41M | 1.21% | +406,393 | New | – |
| ISHARES TR464288273 | EAFE SML CP ETF | 225,707 | $18.55M | 1.16% | +418+0.2% | Added | – |
| SCHWAB U.S. SMALL-CAP ETF808524607 | ETF | 496,630 | $17.94M | 1.12% | +12,767+2.6% | Added | – |
| SCHWAB U.S. MID-CAP ETF808524508 | ETF | 471,971 | $17.4M | 1.09% | +3,150+0.7% | Added | – |
| VANGUARD MORNINGSTAR LARGE-CAP ETF922908637 | ETF | 47,559 | $16.14M | 1.01% | −216,752−82.0% | Reduced | – |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V302 | ETF | 398,310 | $16.02M | 1.00% | +398,310 | New | – |
| MUMICRON TECHNOLOGY INC COM | Stock | 13,560 | $15.65M | 0.98% | −7,356−35.2% | Reduced | View |
| DIMENSIONAL ETF TRUST25434V872 | CORE FIXE IN ETF | 349,716 | $14.76M | 0.92% | +349,716 | New | – |
| DIMENSIONAL ETF TRUST25434V575 | INTL COR FIX ETF | 272,457 | $14.6M | 0.91% | +272,457 | New | – |
| VANGUARD FTSE DEVELOPED MARKETS ETF921943858 | ETF | 204,646 | $14.58M | 0.91% | +179,404+710.7% | Added | – |
| NVDANVIDIA CORPORATION COM | Stock | 72,495 | $14.51M | 0.91% | +5,432+8.1% | Added | View |
| SCHWAB INTERNATIONAL EQUITY ETF808524805 | ETF | 508,759 | $14.09M | 0.88% | +56,546+12.5% | Added | – |
| ISHARES TR46435G250 | HIGH YLD SYSTM B | 297,804 | $13.93M | 0.87% | +4,443+1.5% | Added | – |
| VANGUARD MORNINGSTAR SMALL-CAP ETF922908751 | ETF | 43,393 | $13.15M | 0.82% | +42,208+3,561.9% | Added | – |
| ISHARES MSCI EAFE ETF464287465 | ETF | 118,540 | $12.31M | 0.77% | +42,955+56.8% | Added | – |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 32,614 | $12.07M | 0.75% | +12,051+58.6% | Added | – |
| AAPLAPPLE INC COM | Stock | 41,707 | $12.07M | 0.75% | +1,854+4.7% | Added | View |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 19,824 | $11.52M | 0.72% | −2,774−12.3% | Reduced | View |
| ISHARES TR46436E551 | ESG SELECT SCRE | 221,075 | $11.51M | 0.72% | +221,075 | New | – |
| SCHWAB US DIVIDEND EQUITY ETF808524797 | ETF | 350,749 | $11.12M | 0.70% | +103,677+42.0% | Added | – |
| DIMENSIONAL ETF TRUST25434V567 | GLOBAL CR ETF | 201,876 | $11.04M | 0.69% | +201,876 | New | – |
| VICTORY PORTFOLIOS II92647N527 | CORE BD ETF | 227,451 | $10.65M | 0.67% | +7,346+3.3% | Added | – |
| CRWDCROWDSTRIKE HLDGS INC CL A | Stock | 13,712 | $10.46M | 0.65% | −1,219−8.2% | Reduced | View |
| GOOGALPHABET INC CAP STK CL C | Stock | 27,541 | $9.73M | 0.61% | −189−0.7% | Reduced | View |
| AMZNAMAZON COM INC COM | Stock | 40,443 | $9.64M | 0.60% | +5,822+16.8% | Added | View |
| MSFTMICROSOFT CORP COM | Stock | 25,488 | $9.51M | 0.59% | +3,210+14.4% | Added | View |
| METAMETA PLATFORMS INC CL A | Stock | 15,419 | $8.69M | 0.54% | +2,257+17.1% | Added | View |
| SCHWAB U.S. LARGE-CAP GROWTH ETF808524300 | ETF | 245,285 | $8.3M | 0.52% | +17,137+7.5% | Added | – |
| DDOGDATADOG INC | CL A COM | 31,294 | $8.15M | 0.51% | −2,598−7.7% | Reduced | View |
| ONTOONTO INNOVATION INC | COM | 20,605 | $7.8M | 0.49% | −1,365−6.2% | Reduced | View |
| LITELUMENTUM HLDGS INC | COM | 8,791 | $7.54M | 0.47% | −492−5.3% | Reduced | View |
| JPMJPMORGAN CHASE & CO COM | Stock | 22,933 | $7.51M | 0.47% | +2,002+9.6% | Added | View |
| FIRST TR EXCHANGE-TRADED FD33739Q200 | FST LOW OPPT EFT | 149,848 | $7.46M | 0.47% | +7,605+5.3% | Added | – |
| AMATAPPLIED MATLS INC COM | Stock | 10,303 | $7.45M | 0.47% | −547−5.0% | Reduced | View |
| INVESCO EXCH TRD SLF IDX FD46139W742 | BULLETSHARES | 292,163 | $7.35M | 0.46% | +292,163 | New | – |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF922042718 | ETF | 47,588 | $7.34M | 0.46% | −39,936−45.6% | Reduced | – |
| VANGUARD WORLD FD921910691 | ESG US CORP BD | 115,678 | $7.26M | 0.45% | −34,052−22.7% | Reduced | – |
| MRVLMARVELL TECHNOLOGY INC | COM | 23,837 | $7.1M | 0.44% | −332−1.4% | Reduced | View |
| WMTWALMART INC COM | Stock | 61,783 | $7M | 0.44% | +7,448+13.7% | Added | View |
| ISHARES CORE S&P SMALL CAP ETF464287804 | ETF | 45,189 | $6.7M | 0.42% | +6,713+17.4% | Added | – |
| FIRST TR EXCH TRADED FD III33739E108 | PFD SECS INC ETF | 342,759 | $6.13M | 0.38% | +1,891+0.6% | Added | – |
| FASTFASTENAL CO COM | Stock | 124,625 | $5.99M | 0.37% | −20,496−14.1% | Reduced | View |
| SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF808524771 | ETF | 192,405 | $5.98M | 0.37% | −14,631−7.1% | Reduced | – |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409 | ETF | 49,178 | $5.85M | 0.37% | +14,631+42.4% | Added | – |
| CCITIGROUP INC COM NEW | Stock | 41,549 | $5.82M | 0.36% | +679+1.7% | Added | View |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775 | ETF | 66,425 | $5.56M | 0.35% | −14,412−17.8% | Reduced | – |
| VVISA INC COM CL A | Stock | 16,111 | $5.53M | 0.35% | +4,214+35.4% | Added | View |
| VLOVALERO ENERGY CORP COM | Stock | 20,948 | $5.46M | 0.34% | −1,399−6.3% | Reduced | View |
| AVGOBROADCOM INC COM | Stock | 13,789 | $5.21M | 0.33% | +3,752+37.4% | Added | View |
| QCOMQUALCOMM INC COM | Stock | 28,173 | $5.21M | 0.33% | −476−1.7% | Reduced | View |
| VANGUARD TOTAL WORLD STOCK ETF922042742 | ETF | 33,012 | $5.18M | 0.32% | +30,026+1,005.6% | Added | – |
| VANGUARD SCOTTSDALE FDS92206C664 | VNG RUS2000IDX | 41,334 | $5.02M | 0.31% | +41,334 | New | – |
| EXELEXELIXIS INC | COM | 90,439 | $4.92M | 0.31% | −4,271−4.5% | Reduced | View |
| PGPROCTER & GAMBLE CO COM | Stock | 33,323 | $4.89M | 0.31% | −3,693−10.0% | Reduced | View |
| AMERICAN CENTY ETF TR025072877 | US SML CP VALU | 37,981 | $4.74M | 0.30% | +573+1.5% | Added | – |
| VANGUARD S&P 500 ETF922908363 | ETF | 6,616 | $4.54M | 0.28% | +1,189+21.9% | Added | – |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R663 | ETF | 48,903 | $4.48M | 0.28% | +26,003+113.6% | Added | – |
| GWWWW GRAINGER INC COM | Stock | 3,099 | $4.22M | 0.26% | −745−19.4% | Reduced | View |
| PEVERPURE INC | CL A | 53,227 | $4.19M | 0.26% | +771+1.5% | Added | View |
| KMIKINDER MORGAN INC DEL COM | Stock | 127,675 | $4.08M | 0.26% | +7,130+5.9% | Added | View |
| ALABASTERA LABS INC COM | Stock | 8,260 | $3.99M | 0.25% | −140−1.7% | Reduced | View |
| TSLATESLA INC COM | Stock | 9,360 | $3.94M | 0.25% | +54+0.6% | Added | View |
| VANECK VECTORS ETF TR92189F635 | ISRAEL ETF | 60,147 | $3.9M | 0.24% | −1,469−2.4% | Reduced | – |
| DHRDANAHER CORP DEL COM | Stock | 19,827 | $3.78M | 0.24% | −181−0.9% | Reduced | View |
| AMERICAN CENTY ETF TR025072604 | AVANTIS EMGMKT | 39,023 | $3.77M | 0.24% | +1,567+4.2% | Added | – |
| GLDSPDR GOLD SHARES | ETF | 10,159 | $3.74M | 0.23% | +9,234+998.3% | Added | View |
| ISHARES TR46436E411 | PARIS ALGND CLIM | 48,903 | $3.73M | 0.23% | +1,774+3.8% | Added | – |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 4,986 | $3.67M | 0.23% | +3,306+196.8% | Added | – |
| ISHARES TR464288372 | GLB INFRASTR ETF | 52,266 | $3.48M | 0.22% | +5,932+12.8% | Added | – |
| KNXKNIGHT-SWIFT TRANSN HLDGS IN | CL A | 44,443 | $3.46M | 0.22% | −146−0.3% | Reduced | View |
| VANGUARD INSTL INDEX FD922040845 | 0 3 MO TR BI ETF | 44,809 | $3.39M | 0.21% | +14,991+50.3% | Added | – |
| CTASCINTAS CORP COM | Stock | 19,919 | $3.39M | 0.21% | −4,629−18.9% | Reduced | View |
| TJXTJX COS INC NEW COM | Stock | 21,719 | $3.29M | 0.21% | +1,965+9.9% | Added | View |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 6,475 | $3.24M | 0.20% | +3,055+89.3% | Added | View |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B689 | ETF | 36,419 | $3.19M | 0.20% | −790−2.1% | Reduced | – |
| MTZMASTEC INC | COM | 7,502 | $3.12M | 0.20% | −483−6.0% | Reduced | View |
| ISHARES TR46435G516 | ESG AW MSCI EAFE | 29,336 | $3.02M | 0.19% | +453+1.6% | Added | – |
| OMFONEMAIN HLDGS INC | COM | 49,079 | $2.99M | 0.19% | −1,557−3.1% | Reduced | View |
| XOMEXXONMOBIL HOLDINGS CORP COM SHS | Stock | 21,250 | $2.91M | 0.18% | +21,250 | New | View |
| VANGUARD SHORT-TERM BOND ETF921937827 | ETF | 36,983 | $2.88M | 0.18% | +36,983 | New | – |
| ISHARES TR464287689 | RUSSELL 3000 ETF | 6,690 | $2.85M | 0.18% | 00.0% | Unchanged | – |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 1,426 | $2.84M | 0.18% | +16+1.1% | Added | View |
Options (8)
Put and call positions reported in the same filing. The value is that of the underlying shares, as reported on Form 13F.
| Security | Class | Puts | Calls |
|---|---|---|---|
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | $42.1K | – |
| SPCXSPACE EXPLORATION TECHN CORP | CLASS A COM STK | $12.36K | $10.97K |
| VANGUARD INTL EQUITY INDEX F922042874 | FTSE EUROPE ETF | $18.06K | – |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | $10.42K | – |
| INVESCO EXCHANGE TRADED FD T46137V357 | S&P500 EQL WGT | $9.15K | – |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | $2.16K | – |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF81369Y886 | ETF | $891 | – |
| NVDANVIDIA CORPORATION COM | Stock | $163 | – |
Sold out since Q1 2026 (78)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| FOURSHIFT4 PMTS INC | CL A | 20,973 | $917.15K | 0.09% |
| HONHoneywell Technologies | COM | 126 | $28.48K | 0.00% |
| HOLOGIC INC436440101 | COM | 376 | $28.42K | 0.00% |
| SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF808524763 | ETF | 542 | $17.58K | 0.00% |
| POOLPOOL CORP | COM | 49 | $9.91K | 0.00% |
| CFFNCAPITOL FED FINL INC | COM | 1,358 | $9.68K | 0.00% |
| SUBVERSIVE CONGRESSIONAL DEMOCRATS TRADING ETF886364199 | ETF | 139 | $5.87K | 0.00% |
| DDDUPONT DE NEMOURS INC | COM | 117 | $5.36K | 0.00% |
| SANDOZ GROUP ADR799926100 | Domestic Equities | 64 | $5K | 0.00% |
| SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF808524730 | ETF | 118 | $4.51K | 0.00% |
| CSG SYS INTL INC126349109 | COM | 55 | $4.42K | 0.00% |
| TRI POINTE HOMES INC87265H109 | COM | 93 | $4.35K | 0.00% |
| URGENTLY INC916931207 | COM NEW | 793 | $4.27K | 0.00% |
| AEISADVANCED ENERGY INDS | COM | 12 | $3.87K | 0.00% |
| GTESGATES INDL CORP PLC | ORD SHS | 159 | $3.59K | 0.00% |
| Vale SAP9661Q155 | Common Stock | 192 | $3.05K | 0.00% |
| PRIMPRIMORIS SVCS CORP COM | Stock | 18 | $2.58K | 0.00% |
| CTSHCOGNIZANT TECHNOLOGY SOLUTIO | CL A | 42 | $2.58K | 0.00% |
| THERMON GROUP HLDGS INC88362T103 | COM | 45 | $2.27K | 0.00% |
| JOYYJOYY INC | ADS REPSTG COM A | 37 | $2.16K | 0.00% |
| CNKCINEMARK HLDGS INC | COM | 74 | $2.11K | 0.00% |
| CCLCARNIVAL CORP | UNIT 99/99/9999 | 76 | $1.97K | 0.00% |
| IRSIRSA Inversiones y Representaciones SA | GLOBL DEP RCPT | 91 | $1.48K | 0.00% |
| TXTERNIUM SA | SPONSORED ADS | 34 | $1.37K | 0.00% |
| FINVFINVOLUTION GROUP | SPONSORED ADS | 271 | $1.3K | 0.00% |
| MPWRMONOLITHIC PWR SYS INC | COM | 1 | $1.1K | 0.00% |
| WH GROUP LTD SPONSORED ADR92890T205 | COM | 39 | $1.02K | 0.00% |
| REREATRENEW INC | SPONSORED ADS | 209 | $980 | 0.00% |
| CCLCARNIVAL PLC | ADR | 36 | $927 | 0.00% |
| SIMPLIFY EXCHANGE TRADED FUN82889N426 | GOLD STRATEGY PL | 20 | $798 | 0.00% |
| CRTOCRITEO S A | SPONS ADS | 42 | $753 | 0.00% |
| OKLOOKLO INC | COM CL A | 14 | $694 | 0.00% |
| TIDAL TRUST III45259A514 | VISTASHARES TRGT | 30 | $540 | 0.00% |
| Malayan Banking Bhd56108H105 | Common Stock | 78 | $522 | 0.00% |
| YALAYALLA GROUP LTD | ADS | 81 | $504 | 0.00% |
| HUBBHUBBELL INC | COM | 1 | $490 | 0.00% |
| ADSKAUTODESK INC | COM | 2 | $478 | 0.00% |
| QFINQFIN HOLDINGS INC | AMERICAN DEP | 33 | $426 | 0.00% |
| TVGRUPO TELEVISA S A B | SPON ADR REP ORD | 142 | $413 | 0.00% |
| AKO.BEMBOTELLADORA ANDINA S A | SPON ADR B | 16 | $403 | 0.00% |
| HIIHUNTINGTON INGALLS INDS INC | COM | 1 | $379 | 0.00% |
| LKNCYLUCKIN COFFEE INC | ADR | 10 | $321 | 0.00% |
| TTDTHE TRADE DESK INC COM CL A | Stock | 14 | $317 | 0.00% |
| 3I GROUP U88579N105 | Common Stock | 36 | $291 | 0.00% |
| MOMOHELLO GROUP INC | ADS | 49 | $282 | 0.00% |
| LXLEXINFINTECH HLDGS LTD | ADR | 127 | $276 | 0.00% |
| XNETXUNLEI LTD | SPONSORED ADS | 48 | $266 | 0.00% |
| Cyrela Brazil Realty-Spo Adr23282C401 | ADR | 49 | $264 | 0.00% |
| IMOSCHIPMOS TECHNOLOGIES INC | SPONSORD ADS NEW | 7 | $250 | 0.00% |
| FSLRFIRST SOLAR INC COM | Stock | 1 | $197 | 0.00% |
| ELFE L F BEAUTY INC | COM | 3 | $181 | 0.00% |
| ASPEN PHARMACARE HLDGS LTD ADR04530Y106 | ADR | 24 | $180 | 0.00% |
| HEREQUANTASING GROUP LTD | ADS | 50 | $177 | 0.00% |
| HQYHEALTHEQUITY INC | COM | 2 | $167 | 0.00% |
| BZUNBAOZUN INC | SPONSORED ADR | 70 | $167 | 0.00% |
| TTEKTETRA TECH INC NEW | COM | 5 | $150 | 0.00% |
| MR PRICE GROUP LTD SPONSORED ADR62476L207 | ADR | 15 | $136 | 0.00% |
| MTNVAIL RESORTS INC | COM | 1 | $130 | 0.00% |
| VNETVNET GROUP INC | SPONSORED ADS A | 15 | $125 | 0.00% |
| CDWCDW CORP | COM | 1 | $121 | 0.00% |
| XYFX FINL | SPONSORED ADS | 29 | $119 | 0.00% |
| MBRFYMARFRIG GLOBAL FOOD-SPON ADR | ADR | 29 | $117 | 0.00% |
| DIDIYDIDI GLOBAL INC | SPONSORED ADS | 28 | $115 | 0.00% |
| PSNPARSONS CORP DEL | COM | 2 | $108 | 0.00% |
| SOHUSOHU COM LTD | SPONSORED ADS | 7 | $108 | 0.00% |
| GPCGENUINE PARTS CO COM | Stock | 1 | $106 | 0.00% |
| VTMXVESTA REAL ESTATE CORP | ADS | 3 | $100 | 0.00% |
| GPCRSTRUCTURE THERAPEUTICS INC | SPONSORED ADS | 2 | $96 | 0.00% |
| HIMXHIMAX TECHNOLOGIES INC | SPONSORED ADR | 12 | $94 | 0.00% |
| FLXBINGEX LTD | SPONSORED ADS A | 35 | $92 | 0.00% |
| OLEDUNIVERSAL DISPLAY CORP | COM | 1 | $91 | 0.00% |
| EDNEMPRESA DIST Y COMERCIAL NOR | SPON ADR | 3 | $90 | 0.00% |
| DRDDRDGOLD LIMITED | SPON ADR REPSTG | 3 | $88 | 0.00% |
| KUNLUN ENE50126A101 | Common Stock | 9 | $77 | 0.00% |
| LULUFAX HOLDING LTD | SPONSORED ADR | 36 | $67 | 0.00% |
| WHRWHIRLPOOL CORP COM | Stock | 1 | $53 | 0.00% |
| Marks & Spencer Group PLC ADR570912105 | ADR | 4 | $36 | 0.00% |
| TUYATUYA INC | SPONSERED ADS | 7 | $22 | 0.00% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 10, 2026 | 1,384 | $1.6B | vs. Q1 2026 | SEC |
| Q1 2026 | May 6, 2026 | 1,032 | $1.02B | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 11, 2026 | 1,008 | $1.04B | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 6, 2025 | 552 | $992.41M | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 8, 2025 | 559 | $932.88M | vs. Q1 2025 | SEC |
| Q1 2025 | May 6, 2025 | 341 | $843.04M | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 14, 2025 | 169 | $830.49M | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 14, 2024 | 260 | $459.38M | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 6, 2024Amended | 73 | $226.4M | vs. Q1 2024 | SEC |
| Q1 2024 | Apr 24, 2024 | 73 | $211.5M | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 5, 2024 | 67 | $199.75M | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 28, 2023 | 285 | $386.97M | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 15, 2023 | 290 | $389.22M | vs. Q1 2023 | SEC |
| Q1 2023 | May 16, 2023 | 315 | $387.74M | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 16, 2023 | 341 | $377.75M | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 15, 2022 | 402 | $372.25M | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 18, 2022 | 323 | $408.63M | vs. Q1 2022 | SEC |
| Q1 2022 | Jun 13, 2022 | 304 | $435.68M | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 14, 2022 | 313 | $452.86M | vs. Q3 2021 | SEC |
| Q3 2021 | Nov 3, 2021 | 289 | $423.32M | vs. Q2 2021 | SEC |
| Q2 2021 | Aug 13, 2021 | 287 | $427.95M | vs. Q1 2021 | SEC |
| Q1 2021 | May 13, 2021 | 297 | $408.22M | – | SEC |