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IMA Wealth, Inc.

SEC CIK
0001455495
Latest filing
Aug 10, 2026

AFG holding history

American Financial Group Inc in every 13F filed by IMA Wealth, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AFG overviewAll 13F holders of AFGFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2022
Holdings of AFG by IMA Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−2−100.0%Sold outHolders
Q3 20222$00.0%+2NewHolders