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IMA Wealth, Inc.

SEC CIK
0001455495
Latest filing
Aug 10, 2026

CFFN holding history

Capitol Federal 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.

CFFN overviewAll 13F holders of CFFNFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of CFFN by IMA Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,358−100.0%Sold outHolders
Q1 20261,358$9.68K<0.1%00.0%UnchangedHolders
Q4 20251,358$9.25K<0.1%00.0%UnchangedHolders
Q3 20251,358$8.62K<0.1%00.0%UnchangedHolders
Q2 20251,358$8.28K<0.1%00.0%UnchangedHolders
Q1 20251,358$7.60K<0.1%+1,358NewHolders
Q4 20240$00.0%−1,358−100.0%Sold outHolders
Q3 20241,358$7.93K<0.1%+1,358NewHolders
Q4 20230$00.0%−1,358−100.0%Sold outHolders
Q3 20231,358$6.48K<0.1%00.0%UnchangedHolders
Q2 20231,358$8.38K<0.1%00.0%UnchangedHolders
Q1 20231,358$9.14K<0.1%−226−14.3%ReducedHolders
Q4 20221,584$13.7K<0.1%00.0%UnchangedHolders
Q3 20221,584$13.0K<0.1%00.0%UnchangedHolders
Q2 20221,584$15.0K<0.1%00.0%UnchangedHolders
Q1 20221,584$17.0K<0.1%00.0%UnchangedHolders
Q4 20211,584$18.0K<0.1%00.0%UnchangedHolders
Q3 20211,584$18.0K<0.1%−100−5.9%ReducedHolders
Q2 20211,684$20.0K<0.1%00.0%UnchangedHolders
Q1 20211,684$22.0K<0.1%––Holders

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