Long-term investor
Img Wealth Management, Inc. @imgwealthmanagementinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002032103).
Record
- Tracked since 2025-06-30 (446 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days +9.3% · 6 months n/a · 1 year +17.0% · all +17.0%
- Max drawdown n/a · win rate 25% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 33740F755 · 10.3% · long · since 2025-06-30
- 14020W106 · 7.7% · long · since 2025-06-30
- 33740U752 · 6.5% · long · since 2025-06-30
- 33740U703 · 5.2% · long · since 2025-06-30
- 33739P103 · 4.2% · long · since 2025-06-30
- 33738R506 · 3.9% · long · since 2025-06-30
- 46138G649 · 3.8% · long · since 2025-09-30
- 922908744 · 3.7% · long · since 2025-12-31
- 33734X200 · 3.5% · long · since 2025-06-30
- 33741X102 · 3.5% · long · since 2025-06-30
- 78464A854 · 2.9% · long · since 2025-06-30
- 14020G101 · 2.8% · long · since 2025-06-30