IMA Wealth, Inc.

SEC CIK: 0001455495
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

WTW holding history

Willis Towers Watson PLC 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.

WTW overview All 13F holders of WTW Full Q2 2026 holdings

Shares (Q1 2022): 0; Sold out in Q1 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 4; Since Q1 2021

Holdings of WTW by IMA Wealth, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2022	0	$0	0.0%	−13−100.0%	Sold out	Holders
Q4 2021	13	$3.00K	<0.1%	00.0%	Unchanged	Holders
Q3 2021	13	$3.00K	<0.1%	00.0%	Unchanged	Holders
Q2 2021	13	$3.00K	<0.1%	00.0%	Unchanged	Holders
Q1 2021	13	$3.00K	<0.1%	–	–	Holders

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