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Livermore
Livermore
ZHEN

IMA Wealth, Inc.

SEC CIK
0001455495
Latest filing
Aug 10, 2026

P holding history

Everpure, 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.

P overviewAll 13F holders of PFull Q2 2026 holdings

Shares (Q2 2026)
53,227
Value
$4.19M
% of portfolio
0.3%
Quarters held
17
Since Q2 2022
Holdings of P by IMA Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202653,227$4.19M0.3%+771+1.5%AddedHolders
Q1 202652,456$3.10M0.3%−27−0.1%ReducedHolders
Q4 202552,483$3.52M0.3%−79−0.2%ReducedHolders
Q3 202552,562$4.41M0.4%−214−0.4%ReducedHolders
Q2 202552,776$3.04M0.3%+2,500+5.0%AddedHolders
Q1 202550,276$2.23M0.3%+1,212+2.5%AddedHolders
Q4 202449,064$3.01M0.4%+23,573+92.5%AddedHolders
Q3 202425,491$1.28M0.3%−3,009−10.6%ReducedHolders
Q2 202428,500$1.83M0.8%00.0%UnchangedHolders
Q1 202428,500$1.48M0.7%−3,200−10.1%ReducedHolders
Q4 202331,700$1.13M0.6%00.0%UnchangedHolders
Q3 202331,700$1.13M0.3%00.0%UnchangedHolders
Q2 202331,700$1.17M0.3%00.0%UnchangedHolders
Q1 202331,700$808.7K0.2%00.0%UnchangedHolders
Q4 202231,700$848.3K0.2%00.0%UnchangedHolders
Q3 202231,700$868.0K0.2%00.0%UnchangedHolders
Q2 202231,700$815.0K0.2%+31,700NewHolders