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IMA Wealth, Inc.

SEC CIK
0001455495
Latest filing
Aug 10, 2026

SMPL holding history

Simply Good Foods 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.

SMPL overviewAll 13F holders of SMPLFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2022
Holdings of SMPL by IMA Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−3−100.0%Sold outHolders
Q1 20233$120<0.1%00.0%UnchangedHolders
Q4 20223$114<0.1%+3NewHolders