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Livermore
Livermore
ZHEN

IMA Wealth, Inc.

SEC CIK
0001455495
Latest filing
Aug 10, 2026

T holding history

AT&T 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.

T overviewAll 13F holders of TFull Q2 2026 holdings

Shares (Q2 2026)
4,164
Value
$86.2K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of T by IMA Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,164$86.2K<0.1%+1,973+90.1%AddedHolders
Q1 20262,191$63.5K<0.1%−24−1.1%ReducedHolders
Q4 20252,215$55.0K<0.1%+244+12.4%AddedHolders
Q3 20251,971$55.7K<0.1%+900+84.0%AddedHolders
Q2 20251,071$31.0K<0.1%+60+5.9%AddedHolders
Q1 20251,011$28.6K<0.1%+1,011NewHolders
Q4 20240$00.0%−1,011−100.0%Sold outHolders
Q3 20241,011$22.2K<0.1%+1,011NewHolders
Q4 20230$00.0%−194−100.0%Sold outHolders
Q3 2023194$2.91K<0.1%00.0%UnchangedHolders
Q2 2023194$3.10K<0.1%00.0%UnchangedHolders
Q1 2023194$3.73K<0.1%−10,099−98.1%ReducedHolders
Q4 202210,293$189.5K0.1%00.0%UnchangedHolders
Q3 202210,293$158.0K<0.1%00.0%UnchangedHolders
Q2 202210,293$216.0K0.1%00.0%UnchangedHolders
Q1 202210,293$243.0K0.1%00.0%UnchangedHolders
Q4 202110,293$253.0K0.1%00.0%UnchangedHolders
Q3 202110,293$278.0K0.1%00.0%UnchangedHolders
Q2 202110,293$296.0K0.1%00.0%UnchangedHolders
Q1 202110,293$312.0K0.1%––Holders

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