IMA Wealth, Inc.

SEC CIK: 0001455495
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

DFS holding history

Discover Financial Services 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.

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

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2024

Holdings of DFS by IMA Wealth, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−4,674−100.0%	Sold out	Holders
Q1 2025	4,674	$797.9K	0.1%	−456−8.9%	Reduced	Holders
Q4 2024	5,130	$888.7K	0.1%	−2,725−34.7%	Reduced	Holders
Q3 2024	7,855	$1.10M	0.2%	+7,855	New	Holders