IMA Wealth, Inc.

SEC CIK: 0001455495
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

AMP holding history

Ameriprise Financial 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.

AMP overview All 13F holders of AMP Full Q2 2026 holdings

Shares (Q2 2026): 4,369
Value: $2.00M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of AMP by IMA Wealth, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,369	$2.00M	0.1%	−258−5.6%	Reduced	Holders
Q1 2026	4,627	$2.06M	0.2%	−290−5.9%	Reduced	Holders
Q4 2025	4,917	$2.41M	0.2%	−96−1.9%	Reduced	Holders
Q3 2025	5,013	$2.46M	0.2%	−238−4.5%	Reduced	Holders
Q2 2025	5,251	$2.80M	0.3%	−15−0.3%	Reduced	Holders
Q1 2025	5,266	$2.55M	0.3%	−468−8.2%	Reduced	Holders
Q4 2024	5,734	$3.05M	0.4%	−168−2.8%	Reduced	Holders
Q3 2024	5,902	$2.77M	0.6%	−18−0.3%	Reduced	Holders
Q2 2024	5,920	$2.53M	1.1%	−97−1.6%	Reduced	Holders
Q1 2024	6,017	$2.64M	1.2%	−1,643−21.4%	Reduced	Holders
Q4 2023	7,660	$2.91M	1.5%	−933−10.9%	Reduced	Holders
Q3 2023	8,593	$2.83M	0.7%	−233−2.6%	Reduced	Holders
Q2 2023	8,826	$2.93M	0.8%	−107−1.2%	Reduced	Holders
Q1 2023	8,933	$2.74M	0.7%	−145−1.6%	Reduced	Holders
Q4 2022	9,078	$2.83M	0.7%	−1,216−11.8%	Reduced	Holders
Q3 2022	10,294	$2.59M	0.7%	−226−2.1%	Reduced	Holders
Q2 2022	10,520	$2.50M	0.6%	−64−0.6%	Reduced	Holders
Q1 2022	10,584	$3.18M	0.7%	−1,604−13.2%	Reduced	Holders
Q4 2021	12,188	$3.68M	0.8%	−163−1.3%	Reduced	Holders
Q3 2021	12,351	$3.26M	0.8%	+1,288+11.6%	Added	Holders
Q2 2021	11,063	$2.75M	0.6%	−721−6.1%	Reduced	Holders
Q1 2021	11,784	$2.74M	0.7%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.