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IMA Wealth, Inc.

SEC CIK
0001455495
Latest filing
Aug 10, 2026

TDS holding history

Telephone & Data Systems 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.

TDS overviewAll 13F holders of TDSFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q3 2021
Holdings of TDS by IMA Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−9,282−100.0%Sold outHolders
Q3 20239,282$170.0K<0.1%−188,780−95.3%ReducedHolders
Q2 2023198,062$1.63M0.4%+76,968+63.6%AddedHolders
Q1 2023121,094$1.27M0.3%+3,909+3.3%AddedHolders
Q4 2022117,185$1.23M0.3%−23,108−16.5%ReducedHolders
Q3 2022140,293$1.95M0.5%+8,320+6.3%AddedHolders
Q2 2022131,973$2.08M0.5%−4,769−3.5%ReducedHolders
Q1 2022136,742$2.58M0.6%+18,658+15.8%AddedHolders
Q4 2021118,084$2.38M0.5%−22,064−15.7%ReducedHolders
Q3 2021140,148$2.73M0.6%+140,148NewHolders