IMA Wealth, Inc.
- SEC CIK
- 0001455495
- Latest filing
- Aug 10, 2026
CBU holding history
Community Financial System, 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.
CBU overviewAll 13F holders of CBUFull Q2 2026 holdings
- Shares (Q2 2023)
- 0
- Sold out in Q2 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q3 2022