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IMA Wealth, Inc.

SEC CIK
0001455495
Latest filing
Aug 10, 2026

MMP holding history

Magellan Midstream Partners, L.P. 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.

MMP overviewAll 13F holders of MMPFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of MMP by IMA Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−173−100.0%Sold outHolders
Q2 2023173$10.8K<0.1%+173NewHolders
Q1 20230$00.0%−346−100.0%Sold outHolders
Q4 2022346$17.4K<0.1%00.0%UnchangedHolders
Q3 2022346$16.0K<0.1%00.0%UnchangedHolders
Q2 2022346$17.0K<0.1%00.0%UnchangedHolders
Q1 2022346$17.0K<0.1%00.0%UnchangedHolders
Q4 2021346$16.0K<0.1%00.0%UnchangedHolders
Q3 2021346$16.0K<0.1%00.0%UnchangedHolders
Q2 2021346$17.0K<0.1%00.0%UnchangedHolders
Q1 2021346$15.0K<0.1%––Holders

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