Skip to main content

IMA Wealth, Inc.

SEC CIK
0001455495
Latest filing
Aug 10, 2026

EVH holding history

Evolent Health, 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.

EVH overviewAll 13F holders of EVHFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of EVH by IMA Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−19,660−100.0%Sold outHolders
Q4 202419,660$221.2K<0.1%−12,897−39.6%ReducedHolders
Q3 202432,557$920.7K0.2%−3,952−10.8%ReducedHolders
Q2 202436,509$698.1K0.3%−1,084−2.9%ReducedHolders
Q1 202437,593$1.23M0.6%−1,753−4.5%ReducedHolders
Q4 202339,346$1.30M0.7%−4,256−9.8%ReducedHolders
Q3 202343,602$1.19M0.3%−23,452−35.0%ReducedHolders
Q2 202367,054$2.03M0.5%−150−0.2%ReducedHolders
Q1 202367,204$2.18M0.6%−15,198−18.4%ReducedHolders
Q4 202282,402$2.31M0.6%−5,176−5.9%ReducedHolders
Q3 202287,578$3.15M0.8%−5,367−5.8%ReducedHolders
Q2 202292,945$2.85M0.7%−9,628−9.4%ReducedHolders
Q1 2022102,573$3.31M0.8%−26,007−20.2%ReducedHolders
Q4 2021128,580$3.56M0.8%−5,221−3.9%ReducedHolders
Q3 2021133,801$4.15M1.0%−44,931−25.1%ReducedHolders
Q2 2021178,732$3.77M0.9%−30,652−14.6%ReducedHolders
Q1 2021209,384$4.23M1.0%––Holders

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