IMA Wealth, Inc.

SEC CIK: 0001455495
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

HQY holding history

Healthequity, 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.

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

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 4; Since Q2 2025

Holdings of HQY by IMA Wealth, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−2−100.0%	Sold out	Holders
Q1 2026	2	$167	<0.1%	00.0%	Unchanged	Holders
Q4 2025	2	$183	<0.1%	00.0%	Unchanged	Holders
Q3 2025	2	$190	<0.1%	00.0%	Unchanged	Holders
Q2 2025	2	$210	<0.1%	+2	New	Holders