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IMA Wealth, Inc.

SEC CIK
0001455495
Latest filing
Aug 10, 2026

HAL holding history

Halliburton Co 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.

HAL overviewAll 13F holders of HALFull Q2 2026 holdings

Shares (Q2 2026)
2
Value
$68
% of portfolio
<0.1%
Quarters held
9
Since Q1 2021
Holdings of HAL by IMA Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262$68<0.1%+2NewHolders
Q1 20230$00.0%−300−100.0%Sold outHolders
Q4 2022300$11.8K<0.1%00.0%UnchangedHolders
Q3 2022300$7.00K<0.1%−773−72.0%ReducedHolders
Q2 20221,073$34.0K<0.1%+773+257.7%AddedHolders
Q1 2022300$11.0K<0.1%00.0%UnchangedHolders
Q4 2021300$7.00K<0.1%00.0%UnchangedHolders
Q3 2021300$6.00K<0.1%00.0%UnchangedHolders
Q2 2021300$7.00K<0.1%00.0%UnchangedHolders
Q1 2021300$6.00K<0.1%––Holders

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