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IMA Wealth, Inc.

SEC CIK
0001455495
Latest filing
Aug 10, 2026

DNB holding history

Dun & Bradstreet Holdings, 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.

DNB overviewAll 13F holders of DNBFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q3 2024
Holdings of DNB by IMA Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−1,936−100.0%Sold outHolders
Q2 20251,936$17.6K<0.1%00.0%UnchangedHolders
Q1 20251,936$17.3K<0.1%+1,936NewHolders
Q4 20240$00.0%−1,987−100.0%Sold outHolders
Q3 20241,987$22.9K<0.1%+1,987NewHolders