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IMA Wealth, Inc.

SEC CIK
0001455495
Latest filing
Aug 10, 2026

UNIT holding history

Uniti Group 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.

UNIT overviewAll 13F holders of UNITFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of UNIT by IMA Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−2−100.0%Sold outHolders
Q1 20232$8<0.1%00.0%UnchangedHolders
Q4 20222$11<0.1%00.0%UnchangedHolders
Q3 20222$00.0%00.0%UnchangedHolders
Q2 20222$00.0%00.0%UnchangedHolders
Q1 20222$00.0%−3−60.0%ReducedHolders
Q4 20215$00.0%00.0%UnchangedHolders
Q3 20215$00.0%00.0%UnchangedHolders
Q2 20215$00.0%00.0%UnchangedHolders
Q1 20215$00.0%––Holders

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