IMA Wealth, Inc.

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Wichita, KS
CIK
0001455495
Alternate names
TrueNorth, Inc.
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 290 389,222 13F-HR 8/15/2023 000145549523000003 IMA Wealth, Inc.
Q1 2023 315 387,736 13F-HR 5/15/2023 000145549523000002 IMA Wealth, Inc.
Q4 2022 341 377,749 13F-HR 2/15/2023 000145549523000001 IMA Wealth, Inc.
Q3 2022 402 372,253 13F-HR 11/15/2022 000145549522000004 IMA Wealth, Inc.
Q2 2022 323 408,626 13F-HR 8/18/2022 000145549522000003 IMA Wealth, Inc.
Q1 2022 304 435,678 13F-HR 6/13/2022 000145549522000002 IMA Wealth, Inc.
Q4 2021 313 452,855 13F-HR 2/14/2022 000145549522000001 IMA Wealth, Inc.
Q3 2021 289 423,324 13F-HR 11/3/2021 000145549521000005 IMA Wealth, Inc.
Q2 2021 287 427,948 13F-HR 8/13/2021 000145549521000004 IMA Wealth, Inc.
Q1 2021 297 408,217 13F-HR 5/13/2021 000145549521000003 IMA Wealth, Inc.
Q4 2020 294 356,679 13F-HR 2/8/2021 000145549521000001 IMA Wealth, Inc.
Q3 2020 298 298,267 13F-HR 11/16/2020 000145549520000009 IMA Wealth, Inc.
Q2 2020 247 276,572 13F-HR 8/13/2020 000145549520000008 IMA Wealth, Inc.
Q1 2020 254 227,220 13F-HR 4/14/2020 000145549520000006 IMA Wealth, Inc.
Q4 2019 282 269,437 13F-HR 2/24/2020 000145549520000004 IMA Wealth, Inc.
Q3 2019 284 264,760 13F-HR 10/29/2019 000145549519000007 IMA Wealth, Inc.
Q2 2019 277 267,472 13F-HR 7/19/2019 000145549519000006 IMA Wealth, Inc.
Q1 2019 284 257,610 13F-HR 5/9/2019 000145549519000005 IMA Wealth, Inc.
Q4 2018 340 214,336 13F-HR 1/15/2019 000145549519000004 IMA Wealth, Inc.
Q3 2018 354 255,731 13F-HR 10/18/2018 000145549518000011 IMA Wealth, Inc.
Q2 2018 479 240,024 13F-HR 8/1/2018 000145549518000010 IMA Wealth, Inc.
Q1 2018 110 224,669 13F-HR 4/20/2018 000145549518000009 IMA Wealth, Inc.
Q4 2017 119 223,514 13F-HR 2/5/2018 000145549518000003 TrueNorth, Inc.
Q3 2017 122 215,534 13F-HR 10/24/2017 000145549517000005 TrueNorth, Inc.
Q2 2017 135 207,926 13F-HR 7/31/2017 000145549517000004 TrueNorth, Inc.
Q1 2017 135 198,712 13F-HR 6/6/2017 000145549517000003 TrueNorth, Inc.
Q4 2016 113 162,328 13F-HR 3/30/2017 000145549517000001 TrueNorth, Inc.
Q3 2016 108 174,934 13F-HR 12/8/2016 000145549516000005 TrueNorth, Inc.
Q2 2016 103 159,401 13F-HR 12/8/2016 000145549516000006 TrueNorth, Inc.
Q1 2016 105 172,401 13F-HR 12/8/2016 000145549516000007 TrueNorth, Inc.
Q4 2015 119 164,726 13F-HR 12/8/2016 000145549516000008 TrueNorth, Inc.
Q3 2015 124 157,779 13F-HR 12/8/2016 000145549516000009 TrueNorth, Inc.
Q2 2015 186 210,217 13F-HR 7/24/2015 000145549515000004 TrueNorth, Inc.
Q1 2015 147 205,719 13F-HR 4/14/2015 000145549515000003 TrueNorth, Inc.
Q4 2014 144 193,547 13F-HR 1/9/2015 000145549515000002 TrueNorth, Inc.
Q3 2014 161 211,851 13F-HR 10/16/2014 000145549514000007 TrueNorth, Inc.
Q2 2014 165 218,550 13F-HR 7/17/2014 000145549514000006 TrueNorth, Inc.
Q1 2014 158 213,939 13F-HR 4/15/2014 000145549514000005 TrueNorth, Inc.
Q4 2013 158 210,243 13F-HR 1/30/2014 000145549514000002 TrueNorth, Inc.