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IMA Wealth, Inc.

SEC CIK
0001455495
Latest filing
Aug 10, 2026

PRFT holding history

Perficient 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.

PRFT overviewAll 13F holders of PRFTFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2021
Holdings of PRFT by IMA Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−100−100.0%Sold outHolders
Q1 2023100$7.22K<0.1%00.0%UnchangedHolders
Q4 2022100$6.98K<0.1%00.0%UnchangedHolders
Q3 2022100$7.00K<0.1%00.0%UnchangedHolders
Q2 2022100$9.00K<0.1%00.0%UnchangedHolders
Q1 2022100$11.0K<0.1%00.0%UnchangedHolders
Q4 2021100$13.0K<0.1%+100NewHolders